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

• Related Articles

• ENTERING WARRANTY INVOICES IN XERO

  https://docs.google.com/document/d/1Y_9FGiEzMaptDzNUgCPXp93jj4xHyhBwuI37X2dno6E/edit

• CHECK AWAITING PAYMENT INVOICES- GUIDE FOR ADMIN FOR SUPPLIERS

  We will check thru invoices  awaiting payment to avoid errors and double ups  SET UP  sort suppliers in name order  THINGS TO UPDATE /CHECK FOR  All suppliers should have time guide in their name i.e 7 d or 30d , -if not update contact  ...

• FINDING ORIGINAL PARTS CHECK QUOTES OR ORDERS

  FINDING OLD PARTS CHECK QUOTES OR INVOICES To find old parts check quotes or orders In the search box enter in the pinnacle qupte number or order number or even customers order number to find original

• ENTERING CAR PURCHASED INVOICES

  Entering Car Purchased Invoices STEP 1 Ø              - Forward invoice from Buyers email to admin@jjautoparts.com.au. VIDEO GUIDE                   *Access to Buyers inbox is required, ask your manager to arrange.          Ø                          ...

• PARTS CHECK MANAGERS ROLE

  Parts check manager ensures we are getting best results from Parts Check with Most efficient use of resources  Manage workload for partscheck invoicing and inquiries so we meet KPIS  Take calls from Partscheck customers / suppliers to resolve issues ...