Customer Menu Option "4"
The On Screen Account Manager is an alternative to running a late list everyday to call and run late customers. This is an easier way for the account manager to work the overdue accounts.
The first time you go into this on any day you will be told that there is not a file for today and you will be asked if you want to create one. If you select NO the previous day’s file will be used, if one is present.
If you select YES a search for overdue customers will begin. If the billing is due to be run you will be prompted to Run Billing For [7] Days, [7 is the default] and Bill Customers [14] Days Before Due [14 is the default]. The first part is for how many days you want to run billing the default of 7 would mean that you only would run billing once a week. The second part of this is for how many days before due to bill the customers. To change either one of these just put in the new figures and push ENTER, the new settings will be saved and will be the default the next time billing is run. To skip billing just push ESC. Before running you should See Billing.
If Billing is being run and there are invoices due you will be prompted to line up the Invoice Printer (See Letter Printer Setup), and the invoices will be printed automatically.
The next screen that comes up will show the summary of your late accounts. Push ESC after viewing this and the latest customer will come up on the screen. The layout is like the payments screen and you can do most of the things you can do from the payment screen except take payments. The customers will be in order from latest to the least late.
Once the first customer comes up your ready to start working the accounts, this is usually done by calling the customers and putting comments about commitments etc. in the comments field. If you cannot get the customer on the phone you can send them a letter by pushing F9 and selecting which letter to send (See Edit Letters), or you can print a Run Sheet by pushing F5. The Run Sheet will show the customer information, the amount due according to what you have entered on the screen, the next due date’s if this amount is paid, the contract information including the model and serial #’s of the merchandise and a partial history. After printing a letter or a Run Sheet the following will automatically be put in comments [L1 today’s date] for letter 1 sent out today or [R today’s date] for Run Sheet printed today.
To go to the next customer hit PAGE DOWN, to go to the previous customer hit PAGE UP. To find a customer that is in the overdue list hit F3 to list all customers overdue then use the arrows up or down or page down and page up to select the customer then enter to pull this customer up. After working with the customer record you were searching for push PAGE DOWN and you will return to the customer you were on before you went into the list.