What is your collection goal for the current month? (Monday, April 1 2019)
Check out the payment schedule report on your accounts portfolio to find out what is your collection amount target for the current month!
- The "Total collectable" includes all the transactions that are overdue or that will be due during this month. This is your objective.
- The "Remains to collect" is the remaining amount to be collected to achieve this goal.
- The "Collection efficiency rate" represents your progress over the month. It evolves from day to day. The goal is to reach 100%.
Filter the report by customer groups, statuses or custom fields to precisely define your goal. Once the filters have been selected, bookmark this page in your browser to keep these criteria and find the same report in a few clicks.