WATER WINGS ICT FLATFILE DATABASE GUIDEBOOK

02 OVERDUE PAYMENTS
1.1 Finding t h e o v e r d u e a c c o u n t f i l e
The overdue account file can be found under the spreadsheet Overdue Account File, with Table 1 being adjustable to suit client requirements.

1.2 How to use the overdue account file

The overdue account file is expected to be printed to the customer as an invoice. Invoices must be filled in as a separate document for each overdue payment by a client. Printing the overdue account file: 1. File 2. Print 3. Print Settings Print settings: 1. Locate page settings 2. Adjust the scale of the spreadsheet so it fits on an A4 size page.

1.3 Finding and adding overdue payments

Locate Table 1 from the spreadsheet Client Fees. Find the column titled with Amount Owing as the field_header. Clients with payments to owe greater than $100.00 must be written into the overdue account file invoice. Transaction details of the most recent payments should be filled in, along with the name and address of the client. The invoice can either be mailed to the client using the address noted down in the Client Contact Info, spreadsheet. it can also be handed to the client in person, or be emailed to them using a secure email account under the business name.

PAGE 1 OF 1