How to do Outstanding Payment follow up or Outstanding payment recovery system in Borg Desk ERP?
How to Follow Up on Outstanding Payments in Borg Desk ERP?
Borg Desk ERP provides an efficient way to track, follow up, and recover outstanding payments through automated reminders, reports, and tracking tools.
Step-by-Step Process for Outstanding Payment Follow-up:
1️⃣ Access the Outstanding Payment Report
✔Go to Accounts Module > Payment Follow-up Dashboard
✔Open Outstanding Payments / Customer Ledger
✔Filter by Customer Name & Financial Year
2️⃣ Send Automated Payment Reminders
✔Use Automated SMS / Email / WhatsApp Reminders
✔Configure Auto-Reminders at different stages After Due Date
✔Frequency of Reminders can be set among 4 Options (Daily/3Days/7Days/15Days)
✔Customize reminder messages with invoice details and payment links
3️⃣ Set Follow-up Tasks for Sales / Accounts Team
✔Assign follow-up tasks to the accounts or sales team
✔Track follow-up status in the Task Management System (Task Force)
✔Record customer responses for future reference
4️⃣ Issue Legal Notice or Final Recovery Action (If Required)
✔If multiple follow-ups fail, generate a final legal notice from Borg Desk
✔Escalate the case to a legal or recovery team if needed
5️⃣ How to Enable Payment Reminder Notifications ?
✔Login into Borg Desk ERP--> Accounts Module
✔Click on Tool Icon on Top Right--->Find Module Settings
✔Activate SMS, EMail & WahstApp Alerts
✔Activate Frequency for Auto-Reminder on Daily/3Days/7Days/15Days
✔Click on Update to make it effective
✅Payment Follow-up Logs in Borg Desk ERP
✔Go to Accounts Module > Payment Follow-up Dashboard
✔Open Outstanding Payments / Customer Ledger
✔Filter by Customer Name & Financial Year
✔Find & Click on Logs-Icon in the extreme right action Column
✔Follow-up Remiraks Would be maintained / entered by Follow-up Team with User NAame, Date & Time
✔These Logs must be refered for analysis all about customer behaviour to take next course of Actions
✅ Benefits of Using Borg Desk ERP for Payment Recovery:
✔ Automated Payment Reminders reduce manual follow-ups
✔ Real-time Dashboard to track pending amounts & customer history
✔ Aging Reports & Ledger help prioritize recovery efforts
✔ Task Assignments keep follow-ups structured & accountable
✔ Late Payment Penalties encourage timely payments
Get Paid Faster with Borg Desk ERP! Start tracking and recovering your outstanding payments effortlessly. Let us know if you need help setting this up!
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