One of our accounts that uses the GUMU™ Sage 100 CRM integration has made it easier to view and manage Past Due Receivables.
From the Past Due tab, users can see all of their customer’s 30/60/90, credit limits, etc. The system color codes the accounts based on how dire they might be. But then you can click right into the customer to see (image 2 below) the individual invoices outstanding. The color coding on this customer invoice list has separate color coding logic related to follow-ups.
