Credit Control

The 'Credit Control' module in Decorus automates chasing of arrears using a configurable set of rules.

Before you start setting up the new rules in the ‘Credit Control’ module, you have to set up the ageing periods in Decorus for Sage. To do this, select ‘Aged Balances’ in the ‘Tenancy’ module.

Then set ageing period accordingly.

After you have set the ageing periods you can start your work on the ‘Credit Control’ module.

To access ‘Credit Control’, go to the ‘Tenancy’ module and select ‘Credit Control’

The 1^st step is to set up all the ‘Rules’.

‘New Rule’

‘Credit Control Rule’ will appear; this is where you have to set up requirements for your 1^st rule.

Start with ‘Criteria’.

If you select ‘Is or Isn’t’ a drop down menu will appear to select previous rules

If you select anything other than ‘Not Used’ you can then enter ‘<, > or =’ and the amount

If you select ‘Is or Isn’t’, you can select a tag

If you select anything other than ‘Not Used’ you can then select the days

This is generally kept at ‘Not Used’ as the average payment days are worked out from Sage

If you select anything other than ‘Not Used’ you can then select the days

You can select either ‘Yes’ or ‘No’

The symbols are –

‘=’ – equal to

‘<’ – less than

‘>’ – greater than

‘<=’ – less than & equal to

‘>=’ – greater than & equal to

Make sure the rule is set up to be ‘Active’

Once your ‘Criteria’ is set, move to ‘Action’.

Make sure that for each action you configure the correct template

All your ‘Templates’ are set in ‘Preferences’

‘General’ tab in ‘Documents’

You can configure additional charges against the tenant for late payment (see below)

Type- always ‘Invoice’

Nominal- correct nominal code from your nominal ledger

Description- type correct description (default : ‘Late Payment Fee’)

Net- net value

VAT- correct VAT code (1- if you charge VAT on your service, 9- if you are not VAT registered)

‘OK’ to confirm charge

Once all ‘Criteria’ and ‘Action’ are set, click ‘Save’.

Your 1^st rule will appear in the ‘Credit Control Rules’ window.

You can add as many rules as you wish, with all different criteria’s.

Once all rules are in place just click ‘Run’ credit control.

When you click ‘Run’ Decorus for Sage will print any letters, send any SMS, setup any calls to be followed and will send emails to your Decorus for Sage outbox. These are then sent from the email centre within Decorus for Sage.