Improved data on statements screen to support improved statementing process
On the "Send Statements" page...
The address is not needed as the customer can be identified by their name or account number, and 99.9% of statements are now emailed anyway. Removing this would allow space for the two pieces of information that are necessary when individually chasing overdue payaments, plus one extra useful number... The date of the invoice, the date payment was/is due, and the number of days overdue.
This could then be easily referenced when personalising the pop-up email box .... e.g. Your payment was due 30/11 and is now 35 days overdue. Please make the payment as a matter of priority.
Otherwise, the user needs to close the box which gets you back to the statement, select the customer, select the customer again to show the invoice history page, record the dates required, then click back, back again, select email on the statements page and you're finally back to the statement pop up box.
Roger King
shared this idea
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