Scoring involves taking a close look at the customer. Past payments are listed in detail in the actual debtor account of each individual customer and are included in the credit rating. If there have been problems with payments to be settled in the past, the customer's scoring will be lower. This can even lead to the debtor being blocked or not receiving any deliveries. Advance payment, for example, can help here. If, on the other hand, the customer has always paid all of their invoices on time, they should have the best possible scoring in your accounts receivable accounting.
In our last article " CRM: From customer registration cambodia rcs data to offers " we showed you how you can create your very own CRM system in SeaTable in no time at all. In this article or template we will now follow on from the above article and show you how you can efficiently map your accounts receivable accounting in SeaTable. So far everything has revolved around the customer base, the product portfolio and creating offers. Now we are moving from offers to invoicing. In the actual template you will therefore find the new "Invoices" worksheet alongside the "Customer data", "Sales team", "Offers" and "Product Catalogue" worksheets.
From offer to invoice order
The “Offers” worksheet has now been supplemented with three new columns : “Accounting Department”, “Payment Status” and “Invoices”. If your customer has accepted your offer and wants to purchase the goods or services, you now have the option of informing the accounting department to please send the customer an invoice with just one click on the “Please create Invoice” button. All important data about the accepted offer is transferred directly to the “Invoices” worksheet as a new row. A script is run in the background to do this, which writes the data directly to the “Invoices” table and also ensures a link to the “Invoices”, “Offers” and “Customer data” worksheets.