I have just spoken to a long standing customer who rang about a general enquiry, one thing mentioned in the conversation led me to explain our Credit Control Menu item which is going to be a big help. For the rest of you who are unaware: Under the Sale Menu there is an option “Credit Control” this allows you to choose a customer and then shows all outstanding invoices or applications. You can then select one and add notes ie “14/11/17 Spoke to Mike, said cheque is in the post”. When you then run the Invoices/Applications due report and click the option to include credit control notes you get the history of the notes. It has been on the software for years but not everyone is aware of it.
01935 434 435