Credit Control will need to be managed on an ongoing basis, depending on which Credit Control actions have been set up. The links below will advise the different processes for each Credit Control action, and how to manage these efficiently in Mabdeck.
For a more broad overview of accounts in Credit Control in Mabdeck, you can view all accounts in Credit Control, alongside their Credit Control Stages and number of days overdue from the Credit Control page. This can be accessed from the finance tab on Mabdeck.
You can also see an overview of the number of accounts in Credit Control on the dashboard screen. Filter by network or stage for a more limited view of the accounts.
An even more in depth overview of accounts with outstanding overdue balances can be found by running an Aged Debt report. This will give you further information, including account balance, most recent payment and a more comprehensive overview of the age of the individual debts. The Aged Debt report can be run on an ad hoc basis, or scheduled to generate at regular intervals. You can find further information on how to do this here.
Accounts on hold from Credit Control
Mabdeck offers the ability to put an account on hold, so that the account does not step through the stages of Credit Control which have been set up. This may be used for a vulnerable customer where you do not want to chase for payment, or for a resident with a pre-agreed payment plan.
Accounts which are put on hold before a debt is added to the account will not enter the Credit Control process at all. If an account is put on hold while their Credit Control process is already active, this will simply pause where they are at that point in time. No further Credit Control actions will take place on the account, however the debt on their account will continue to age.
Click the On Hold button on a resident's account page to put them on hold. If you need further details on how to do this, check out our help article here.
You can take an account off hold by clicking the button once again. This will continue the Credit Control process from where it left off.