Table of Contents

Walkthrough: Monitor Customer Payment Practices

Note

This is a reference example created by Docs4Apps to showcase the structure, depth, and Microsoft-aligned writing style we apply to documentation projects for ERP extensions. While the app itself is a demo, the documentation is based on real-world use cases and resembles what we deliver to actual customers.

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This walkthrough shows how to monitor and analyze customer payment practices in ERP system.

About this walkthrough

This walkthrough demonstrates:

  • Setting up customer payment monitoring.
  • Analyzing payment patterns.
  • Managing late payments.
  • Improving collection processes.

Prerequisites

To complete this walkthrough, you need:

  • ERP system with the PayTrack 365 extension installed.
  • CRONUS International Ltd. demonstration data.
  • PayTrack 365 permissions.

Story

Susan, the accounts receivable manager at CRONUS, wants to implement a system for monitoring customer payment practices. She needs to track payment performance, identify trends, and improve collection efficiency.

Setting up customer monitoring

Configure payment terms

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Customer Payment Terms, and then choose the related link.
  2. Create standard terms: 
    Code: NET30
Description: Net 30 days
Due Date Calculation: 30D
  3. Set up early payment discounts if applicable.

Set up customer categories

  1. Choose Customer Categories.
  2. Create categories based on:
    • Size
    • Industry
    • Payment history
    • Credit risk

Analyzing payment patterns

Generate analysis report

  1. Choose Payment Practice Analysis.

  2. Set parameters:

    • Date range
    • Customer categories
    • Payment terms

  3. Run analysis for:

    • Payment timing
    • Late payment frequency
    • Discount usage

Review performance

  1. Examine metrics:

    • Days Sales Outstanding (DSO)
    • Collection efficiency
    • Discount capture rate

  2. Identify patterns:

    • Seasonal variations
    • Industry trends
    • Risk indicators

Implementing improvements

Set up monitoring

  1. Configure alerts:

    • Overdue payments
    • Credit limit warnings
    • Collection triggers

  2. Create action plans:

    • Follow-up procedures
    • Escalation paths
    • Review cycles

Results

After completing this walkthrough, Susan has:

  • Established monitoring systems.
  • Created analysis reports.
  • Identified improvement opportunities.
  • Set up proactive alerts.

Next steps

  • Refine monitoring processes.
  • Develop collection strategies.
  • Implement performance tracking.
  • Set up regular reviews.

PayTrack 365 Overview
Configure Payment Periods
Process Payment Analysis
Handle Disputed Invoices

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