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How to do Payment follow up in Metro ERP?

In the Metro ERP, the Payment Follow-Up functionality in the Accounting module helps track overdue invoices and remind customers to make payments. Here's how to set it up and use it:

1) Go to the "Accoiunting" module by clicking on its icon in the main dashboard or using the application menu.



View Accounting Dashboard


2) Assign Follow-Up Actions to Customers

Go to Accounting > Customers > Customers.


3) View Customer Dashboard.



4) Open a customer record.

In the Accounting tab, ensure that follow-up actions are enabled for the customer.


5) Manage Follow-Ups

  1. Go to Accounting > Customers > Follow-Up Reports.
  2. You’ll see a list of overdue payments grouped by customer.
  3. From here, you can:
    • Send Follow-Up Emails: Select one or more customers and click Send by Email.
    • Print Letters: If physical reminders are needed, select the customers and click Print.
    • Record Payments: If payment is received, record it directly against the invoice.

6) Go to Accounting > Payment Follow-up > Send Follow-Ups