Rules & Actions

Rules help you with credit control by automatically performing actions on customers and transactions that meet a specific set of conditions. You can use Rules to perform 'Letter Cycles'. For example you can:

• Send letters five days before invoice payment are due.
• Send letters when payment is overdue by 20 days.
• Place accounts on stop.
• Create a diary appointment to call a customer.

With greater automation of your chasing procedures, it’s possible to chase 60 or more customers in the same time that it might once have taken to chase just six customers using manual methods.

Setting up Rules and Actions is quick and simple. A rule can contain any number of criteria to filter the accounts and any number of actions to perform against those accounts. Criteria available include the following:

• Account Balance Account Credit Limit
• Account On Stop Account Outstanding
• Days since last chase Transaction Age
• Transaction Amount Transaction Date
• Transaction Type Overdue Age
• Disputed Amount Transaction Outstanding

For example, to send a letter for invoices over 45 days you would create a rule with the following criteria:

• Transaction Type is an invoice
• Transaction Age is greater than 45 days
• Transaction Outstanding Amount is greater than 0.00
• Transaction Disputed Amount is equal to 0.00