Need New Module "Debt collecting". I am a finance manager and use Zoho Books for the invoicing process. But i found a big pain for us is absence of such module "debt collecting".
Currently it is very uncomfortable to monitor the customers debts. Now we use Zoho Books "Reminders" to remind the debt. But we also need to call the customer and notify somewhere the results of the negotiation:
- to enter expected payment date for the invoice. Now its possible only in one place in invoice where i can enter expected payment date (Invoice/more/expected payment date). But we need the calendar with all expected dates, like the dashboard with dates and invoices.
- to note the customer's comment why they havnt paid. We have place to comment in Contacts but that is the place for general information, not about debts and no possibility to filter with date and customer. Attached the example of what we need.
- to create the customer's task to call again and to chose the date in the calendar like in CRM Zoho.