Main benefits of using expected payment dates
Option to delay reminders.
Keep track of debtors' promises, and keep your Specialist updated (if applicable)
Keep a comprehensive history. Addition or removal of expected payment dates will show in the debtors history.
How to add an expected payment date
Log in to CreditorWatch Collect, select the relevant Organisation
In the left menu, click "Accounts", then
In the search bar, search for the debtor then,
Click in the gap next to the debtor name to show all invoices, then
Check the box(es) next to the invoice (s) they plan to pay,
OR Check the box next to the debtor to select the whole account, thenClick the three horizontal dots in the task bar, then
Click 'Add expected payment date'
You will then be prompted to add the expected payment date,
Select if you would like to delay the next reminder then,
Click confirm.
