CHECK OVERDUE INVOICES TO PAY

CHECK OVERDUE INVOICES TO PAY

VIDEO GUIDE

This task is to make sure we don't have overdue bills to our customers.  

To do monthly a week after we've made payments.

GO TO XERO
Accounts - Purchases - Awaiting payments - Sort by Date


We are to check those who doesnt have planned dates





For invoices with no planned dates: check reason

a.  check if they owe us in Pinnacle
b.  If they do, go to ACC folder and look for ticket.  
c.  Note to offer swap payment so AR officer can arrange when they call to ask payment
d.  If they don't, go to zendesk and search if they've sent us a statement (most probably they havent)
e.  If they haven't, create a ticket, send to customer and ask for updated statement
f.  Assign to STATEMENT-SUB



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