How to Track Customer Outstanding Payments or Receivables in Borg Desk ERP?
How to Track Customer Outstanding Payments or Receivables in Borg Desk ERP?
Tracking customer outstanding payments (receivables) is crucial for managing cash flow. Borg Desk ERP provides a structured and automated way to track receivables and follow up with customers.
Step-by-Step Process to Track Customer Outstanding Payments
1️⃣ Check Customer Ledger
✅ Navigate to:
✔Accounts Module → Party Ledger
✔Select Customer Name
✔Click View Ledger
The ledger will display all transactions, including unpaid invoices and payments received
2️⃣ View Outstanding Receivables Report
✅ Navigate to:
✔Accounts Module → Debtor List / Receivables
This section shows a list of all unpaid sales Amount
Displays invoice amounts, pending payments, and overdue amounts
3️⃣ Generate Customer Wise Receivable Report
✅ Navigate to:
✔ Accounts Module → Paymnet Followup → Receivables Report
Filter by Customer Name
Download in Excel/PDF format for internal reference
4️⃣ Set Payment Due Reminders
✅ Go to:
✔Accounts Module → Tool Icon on Top Right---> Module Settings--Activate/Deactivate Alerts
Set auto-reminders for customers
Get notification alerts for overdue payments for due Date.
5️⃣ Manage Partial Payments or Advances
✅ When receiving payments:
If partial payment is received, the outstanding balance remains
Adjust advances against future invoices
Payment status updates automatically in Customer Ledger
Additional Features for Managing Receivables:
✅ Auto-Due Date Calculation – Easily track overdue invoices
✅ Report for Receivables – Monitor old pending invoices
✅ Customer Wise Payment Summary – Get a quick glance at total outstanding
Final Tip:
Use Borg Desk ERP’s automated reminders & receivables reports to improve cash flow and ensure timely payments!
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