The debtor sheet: in-depth analysis

For each client in iController, there is a debtor sheet. When the same client appears in different companies, separate debtor sheets will be created.

The client sheet contains all information of a client in a centralized way. In the left menu, different tabs are visualized it show all data concerning this debtor in a structured way.

1. Due invoices

This is the default start tab for each debtor sheet. This window contains an overview (from top to button) of:

• The procedure flow visualized in a timeline with the current procedure step colored in green
• The possibility to move the client to manual procedure, to export certain client data in the preferred format or to block the customer
• General (contact) information such as the portfolio and procedure this debtor as assigned to
• Current (executed or not yet) and planned action
• Last 3 actions (notes)
• Any additional customer fields (such as average payment term in days) added manually or imported in iController
• Summary of the outstanding amount of the customer (debit, credit, overdue and not due amount, total outstanding)
• Overview of all outstanding documents in one or more document states with the number of days in procedure that can be changed manually
  
  

2. Archive

• The archive contains all documents that are not outstanding anymore, because they have been paid or written off in the accounts
• The totals of all archived documents are shown on top
• Only documents that have been sent to iController will be available in the archive
• If you want to change the visible columns, go to settings - Document archive configuration
• It is possible to download an excel file of all documents in the archive at the bottom of the archive page by clicking on 'Download Excel'
  
  

3. Edit data

• This tab contains all debtor (contact) details that can be modified
• Use the 'save' bottom at the bottom of the page

Note: The fields with a lock symbol  will be overwritten during the next import. We advice you to adjust these fields in the source package instead of iController.

• It is possible to send contact persons via the export or to add them directly in iController by clicking 'Add new contact' at the bottom of the page
• Existing clients can be edited or deleted 

4. Notes

• This is an overview of all performed actions and created notes
• The performed actions consist of automatic actions (for example procedure step performed on the worksheet) as well as manual actions (such as manually changing the D.I.P.)
• At the bottom of the page it is possible to enter a new note (for example after a telephone call), choose a note code, and to upload a file to it if necessary

5. Messages

• All received and sent e-mail messages of the client that have been correctly linked to this debtor, are listed in the messages tab
• If an e-mail message arrives from an e-mail address that is known in iController, the e-mail will automatically be linked
• Other email messages in the iController inbox, can be linked to the client via the 'client' field in the email
• When a new message is sent via the 'New message' button on top of this page, the email will be linked and appear on the debtor sheet 'Messages' tab automatically
  
  

6. Send document overview

• 'Send document overview' is a functionality that iController provides to send an existing reminder on demand to a client at any time, regardless of the procedure steps
• It is possible to download the PDF or send it by email
  The template can be changed by using the 'Edit and send' button before sending/downloading

7. Sent documents

•  In the 'sent documents' are all automatically sent reminders (according to the procedure) and manually sent documents (via send document overview) stored
  
  

8 & 9. Payment behaviour & trade information

• It is possible to add a tab with detailed payment behaviour information of a debtor
  Please contact our support team to receive the opportunities and a price offer
• When there is an integration of your iController platform with a trade information party such as Companyweb or Creditsafe, the 'Trade information' tab will occur
  Please contact our support team to receive the opportunities and a price offer
  
  

10. Tasks

• This page shows an overview of all outstanding and already completed tasks for this client
• By using the 'New task' button, a new task can be created and assigned
• The number in the globe next to 'Tasks' is the number of outstanding tasks assigned to your user
  
  

11. Payment plan

• When there is at least one document in the 'payment plan' status, the tab 'Payment plan overview' will become visible in the left menu
• The created payment plans can be followed up via this page