Why and how to qualify items (invoices, credit notes...)?

My DSO Manager purpose is to bring the customer to pay with logical sequence of reminders actions.

This is possible through:

• the progressive actions of collection scenarios,
   
• other types of actions: specific actions, actions out of collection scenario to manage particular cases,
   
• the history of performed actions and associated comments. They allow you to perform the next action based on previous ones.
   

It is therefore necessary after each customer feedback to associate a status and a comment to the invoices concerned.

This qualification is performed on the customer sheet in the statement of account in three steps:

Step 1 Status selection and adding a comment

Check items selected then click the « Change status » button.



Select the status and the date to be associated with items taken into account and then add a comment describing the feedback of the customer and add a resolver if needed.

Step 2 Send an email

You can then send a confirmation email to your customer or to an internal actor of your company (sales manager, customer care department,etc.). My DSO Manager will include automatically the information previously filled in (status, comment, items selected).

Step 3 Next action

The last step is to decide what will be the next action:

• either let the collection scenario going forward. My DSO Manager will propose to do the next action of the workflow
   
• or set a specific action which may be more appropriate. It would exclude selected items from the collection scenario. They will be managed with this specific action (promise to pay follow-up action in below example).