Dashboard - Add aged debtor watch list to Dashboard
It would be good to have the ability to add a customer watchlist to the dashboard so that businesses can see when customers have overdue invoices or reached their credit limits so credit credit control can be improved. I personally don't like the email reminders as that doesn't work for our business model so I feel like a watchlist on the dashboard would be good.
7
votes
Lucy Bartlett
shared this idea
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Sheridan Young
commented
Upvote!
I would also find it helpful to view the total balance of the customers account, not just the overdue invoice balance so I may also manage any credit notes etc. -
Andrea Haugen
commented
Accounts Watchlist for Customers. That way I can watch customers who haven't been paying regularly.