Tasks are assigned to clear owners, with details and a due date.
This feature comes in handy when collection officers or account managers are making calls and want to save a promise to pay from your customer.
There are two ways you can create a task: from the customer status tracking report and from the customer timeline.
Create a task from the customer tracking report
To access the customer tracking report, go to Reports under Accounts Receivable and click on Customer Tracking Report.
Once you're in the report, find the contact you'd like to create a task for.
You can either click the pencil icon under Promise to Pay Amount, Customer Promise to Pay, and Course of Action to create a task.
Or, you can scroll to the furthest right until you find the Action column. Click on the clipboard 📋 icon
A window will pop up.
Make sure to assign an owner and fill in the blank fields.
Let's say, I'd like to create a task for the assigned customer account manager to follow up with a customer. The promise to pay amount this customer owes is 100 SGD, which is due on the 23rd of November. This is how the window should look like:
Once done, click Save.
Create a task from the customer timeline
There are a couple of ways to access customer timeline.
First, you can go to Customers and search for the contact you'd like to create a task for.
Or, if you're checking their Invoices, simply click on the Customer name.
Both of these actions will bring you to the customer timeline. You'll see the Create a Task button in the bottom left. Once clicked, a window will appear.
All you have to do is select the owner and fill in the blank fields.
The task will be recorded in the timeline.
How to mark a task as done
If you'd like to mark a task as done, simply go to the Actions tab under Accounts Receivable.
In the list of Pending tasks, select a customer's task, and click Mark Done.
In addition, the owner of the task, either the collection officer or the assigned customer manager, will receive an email reminder on daily tasks. Click Open Peakflo.
You'll be directed to the Actions page and the rest of the flow should be the same as before.