We've just released an exciting enhancement to the aging bucket feature within the customer detail section. Here’s a detailed overview of the new functionalities:
Hover Preview
Quick Access to Invoices: When you hover over an aging bucket, a preview list of the top 5 invoices within that bucket will be displayed.
Invoice Count: The preview will also show the total count of invoices in that bucket.
Detailed Dialog
Click for More Info: Clicking on the aging bucket will open a detailed dialog.
Invoice Details: This dialog will provide comprehensive information about each invoice, including due dates, amounts, and statuses.
Resend Invoices: You have the option to resend the invoice emails. You can choose to resend each invoice individually or resend all the invoices in that bucket with a single action.
Payment Processing: The dialog also allows you to take payments for individual invoices directly.
User Workflow
Hover Over Aging Bucket:
Gain a quick overview of the top 5 invoices and the total count.
Click on Aging Bucket:
Open a detailed dialog for more comprehensive invoice information.
Resend Invoice Emails:
Choose to resend individual invoices or all at once for better communication and follow-up.
Process Payments:
Efficiently manage and collect payments for individual invoices within the dialog.
Benefits
Improved Visibility: Quickly see which invoices are outstanding and gain instant insights into the aging of your receivables.
Streamlined Actions: Manage invoices more effectively with the ability to resend emails and process payments from a single interface.
Enhanced Efficiency: Save time with the preview and detailed dialog, reducing the need to navigate through multiple screens.
This enhancement aims to provide a more intuitive and efficient way to manage customer invoices, ensuring that you have the tools needed to stay on top of your accounts receivable.