Receivables

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Function Overview

In the CRM system, receivables management is a crucial aspect to ensure the company's cash flow and financial health, helping users efficiently manage receivable information.

Function Entry

Users can access the receivables management module by clicking on "Receivables Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Receivables Plan

Create New Receivables Plan

1. Log in to the CRM system and navigate to the "Receivables Plan" module.
2. Click the "New" button to enter the receivables plan creation page.
3. Fill in the receivables plan information, including the person in charge, customer, contract, amount, date, method, etc.
4. Click "Save" to complete the creation of the receivables plan.

Import Receivables Plan

1. Select the "Import" function.
2. Prepare and upload the file containing the receivables plan information.
3. After matching the fields, click the "Import" button to complete the data import.

List Operations

Modify Receivables Plan

1. Locate the receivables plan that needs modification and click the "Modify" button.
2. Update the information, such as amount, date, etc.
3. Click "Save" to complete the modification.

Transfer Receivables Plan

1. Select the "Transfer" function and specify a new person in charge.
2. Click "Confirm Transfer" to complete the operation.

Follow-up Records

1. Record each communication and follow-up situation.
2. Click "Add Follow-up Record" and fill in the follow-up details.
3. Click "Save" to complete the record.

Receivables Management

Create New Receivable

1. Click the "New" button.
2. Select the relevant customer and contract, and enter the actual receivable information.
3. Click "Save" to complete the creation of the receivable record.

Import Receivable

1. Prepare the file containing receivable information.
2. Select the "Import" function and upload the file.
3. After matching the fields, click the "Import" button to complete the data import.

List Operations

Modify Receivable Information

1. Locate the receivable record that needs modification and click the "Modify" button.
2. Update the receivable information, such as amount, date, etc.
3. Click "Save" to complete the modification.

Transfer Receivable

1. Select the "Transfer" function and specify a new person in charge.
2. Click "Confirm Transfer" to complete the operation.

Delete Receivable

1. Select the "Delete" function and confirm the deletion operation.
2. The system will permanently remove the receivable record.

Notes

• Accuracy: Ensure that receivable information is accurate to avoid financial errors.
• Permission Management: Be aware of the differences in permissions among users to ensure sufficient operational authority.
• Technical Support: If issues arise, refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How to create a new receivables plan?
A: In the "Receivables Plan" module, select "New" and fill in the information.

Q: How to import receivables plan data?
A: Use the "Import" function, upload the file, and import after matching the fields.

Q: How to update receivables plan information?
A: Select the plan in the receivables plan list and click "Modify" to update.

Q: How to record receivable follow-up situations?
A: In the receivables plan detail page, click "Add Follow-up Record" and fill in the information.

Q: How to delete a receivable record?
A: Select the record in the receivables list and use the "Delete" function to confirm removal.