Skill

Customers outstanding debt

The dashboard provides information about the customers' Debt, separated by a period: current, 1-30, 31-60, 61 - 90, 91 and over. Plus, total amounts.

Dashboard elements

The dashboard includes the next sections:

  • Customers Outstanding debt. List of all customers with outstanding debt split by period
  • Total Debt. Total outstanding debt including overdue invoices and not due yet invoices
  • Not due yet invoices. Information about the not due yet invoices as of the report execution
  • Overdue invoiies. Information about the overdue invoices as of the report execution
  • Customers income. Information about the income from the customers for this Month-to-date

How to use

As an example, you can use the next utterances to execute this skill:

Customers outstanding debt

Customers open invoices

Outstanding debt for the Disney

Default values

The report, by default, is using the following period: This Month-to-date

Dashboard options

For each dashboard, Hala has additional options that can be executed by users when they see the dashboard

  • In your query, you can specify the customer's name for which you want to see the outstanding debt. For example, "Outstanding debt for the Disney" in that case, Hala will show you information related only to that customer.

Integration

This skill is by default available for the next enterprise software:
QuickBooks-Logo_Horz

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