The Outstanding Deferred Payments report is a quick and easy way to see who still owes you down money from a deal.
To view the report, click on the Reports Menu at the top of the screen and select Deferred Down and then Outstanding Payment from the sub menu.
The Outstanding Deferred Payments window will appear. Scroll down to learn more about the features and functions available.
Features and Functions
To narrow or search a long list, use the filters available at the top.
To view a report of payments due to you, click the Receivables button.
To view a report of payments already made, click the Receipts button.
Note: If you see outstanding payments that you believe have been paid, be sure that you entered the deferred down payment as being paid in the system.
Receive a Payment
To load a customer's deal information onto the screen, click to highlight and select a customer, then click the Load Deal button at the bottom of the screen.
After the deal is open, click on the 'Process Deal' tab, then click on Receive Payment at the bottom of the 'Preliminary Information' column in the '1-Financial Calculations' tab.
Be sure to click the 'Save Deal' command on the side of the screen. See reminder in the lower right corner of Outstanding Deferred Payments window.
