Great Xero feature – especially if undertaking weekly cashflow forecasting.
Leaine’s Tips:
- Use the Dashboard Invoices tile to quickly navigate to overdue invoices
- Customise the Receivable Invoice Detail report to group on Expected date
- Add notes for any conversations/emails with clients on agreement on revised payment date
- Handy reference for weekly cashflow forecasting
- Think about why you are having to negotiate payment date charges. Time to talk with the customer?
Link – Leaine’s demo