Questions about Receivables and Payables (Debts)

Question 1: How to Track Customer Receivables in Getfly CRM?

In business operations, receivables and payables refer to the amounts that a company is either owed or needs to pay to its business partners. These are categorized into two main types:

Accounts Receivable: The amount customers owe to the company.

Accounts Payable: The amount the company owes to its suppliers.

Important notes when managing receivables in Getfly:

Order Status: To be recorded as a receivable, the order must have the status "Approved".

Receipt/Payment Voucher Status: To be counted as receivable or payable, the receipt or payment voucher must not have the status "Cancelled".

Method 1: Without Using the Finance & Accounting Module To track customer receivables without the finance module:

Navigate to the Order List screen.

Select the desired time range to review receivables (e.g., this month, last month, etc.).

Click on the Unpaid tab. The screen will display all unpaid orders (order receivables).

Additionally, you can filter receivables by conditions such as customer name, account manager, customer group, etc., by clicking on the Filter option.

Method 2: Using the Finance & Accounting Module To track receivables using the finance module:

Go to the Finance module.

Select Receivables.

The screen will display the list of all customer receivables.

You can also apply filters such as customer name, tax code, account manager, customer group, and more to narrow down your search.