Basic Debt Chasing with the Check Credit Status Option

1. Select Processing
2. Select Check Credit Status

3. You can sort the columns by any of the options, Most commonly used are DUE (date to be called) Balance (outstanding posted balance) and Rep

4. Select Credit Control to bring up an individual traders dates

1. Box 1 shows the Aged Debt breakdown

2. Box 2 shows the outstanding transactions, Red Transactions are Overdue, Green Transactions are Credits and Black Transactions are not due at present

3. Box 3 By pressing an numbered button Horizon will only show the transactions overdue within that time period, i.e. pressing 120 will only show the invoices 120 days over due

4. Box 4 shows the credit control notes entered in Box 5

1. To add a credit control note press the + symbol

1. Select the Contact Name of the Person you are talking to

1. Enter in the Contents of the Call

2. Enter in the date you are going to Call the customer again to chase up

3. Press The tick symbol to save the credit control Notes

1. Highlight Invoice you wish to send, if you need to send more than one then Hold down the control button on your keyboard (CTRL) and click on each invoice

2. Select output option, leave at email to send email

3. Select Print / Send Invoices

1. Select the Invoice Layout you wish to use

2. Press OK

1. Enter in the Email Subject
2. Enter in Valid email address or select from a list of company email address
3. Enter in your email message

Optional
4. Press Save to retain the contents of the email, this is useful when dealing with common queries like copy of invoices,
5. Saved Responses are available from the dropdown indicated

End of Optional

6. Press Send Email to send