Customers - Credit Control

NOTE: This option is available in Sage 50 Accounts Standard and Professional.

1. Click Customers then click Chase debt and select the required customer account then click Communications.
2. To add a new communication click Add entry, or to to amend an existing communication, select the communication you want to change then click Edit entry and complete the Customer Communications History window as follows:

   Communication Details	Enter general information about the contact, such as the type of contact, the date and a contact name. You can record the contact type as Telephone, Letter / Fax / e-Mail or Meeting. NOTE: If you're amending an existing contact, you can't change the overall type of the contact, for example, you can't change a telephone contact into a letter.
   Contact Details	When recording a telephone call, the telephone number from the customer record updates the Telephone box. If you use the Windows Phone Dialler, to dial the number click the finder button to the right of the telephone number. TIP: By default, Telephone is selected for all new contacts.
   Telephone Timer	Use this area to record the duration of a telephone call. When the call begins click Start and the timer counts until you click Stop at the end of the call. Start displays the start time of the conversation Stop displays the end time of the conversation Duration shows the length of the call in hours, minutes and seconds
   Communication Result	Use this area to record the outcome of the contact. From the Outcome drop-down list choose the required outcome for the contact. If you choose Payment Promised, in Promised Amount, enter the amount promised then enter the due date. If promised payments already exist, the Follow up column in the Chase debt view is updated with the date of the most recent contact with an attached promised payment. When you record promised payment details the promised payment appears in the Bank accounts - Cash flow window. If required, you can also specify a follow-up date, choose the required account status and the required credit position.

3. To generate an invoice for the contact click Invoice and enter the required details for the invoice.
4. For telephone contacts, Sage 50 Accounts calculates the chargeable time using the information in the Telephone Timer area of the window. For other contact types or if you did not use the timer to record the duration of a call, you must enter the chargeable time manually.
5. Click Save then click Close.

1. Click Customers then select the Chase debt view and select the account you want to view the transaction history for then click Activity.
2. To enter a transaction range click the Show drop-down list and choose the appropriate range or, to enter your own dates, choose Custom Range.
3. Click Close.

1. Click Customers then select the Chase debt view and select the account for which you want to view aged balances then click Aged debt.
2. Enter the required dates then click OK.
3. To determine the ageing periods, click Settings then click Customer Defaults and click the Ageing tab.
4. Use the following options as required:
   

   Detailed	Shows the account's detailed aged balances.
   Print List	Prints the list of aged balances.
   To Excel	Sends the list of aged balances to excel.
   Graph tab	Shows the aged balances in a graphical format.

5. Click Close.

NOTE: This option is available in Sage 50 Accounts and Professional.

Set up and amend the dispute reason codes

• Click Settings then click Configuration and click the Dispute Reasons tab

Flag a transaction in dispute

1. Click Customers then click Chase debt and click Disputes.
2. Click the A/C drop-down then click the required customer and click OK.
3. Select the transaction you want to mark as disputed then click Dispute.
4. Click the Reason code drop-down and choose the reason for the dispute then click OK.
5. To remove the disputed status from a transaction, select the transaction then click Dispute.
6. Click Save then click Close.

NOTE: You can only use this wizard to write off bad debts if your use the Standard VAT scheme. If you use the VAT Cash Accounting scheme, you must write off debts manually. For more information about this, please refer to the following guide. For further information about the Write Off, Refund and Returns wizard, please refer to the following guide.

1. Click Customers then click Chase debt and click Write offs & returns.
2. Select the write off type then click the Select Account drop-down and click the required customer account and click OK.
3. Click Next and click the transactions that you want to write off and click Next. If you select Customer Invoice Refunds, Refund Credit Notes or Payment on Account Refund you must also choose a bank account from the Select Bank Account drop-down list.
4. Enter the Date and Additional Reference then click Next.
5. Check the details are correct then click Post.