Financial Overview
Open Credit Control > Financial Overview to check invoices, collections and payment methods. Cards and queues appear according to your permissions and account access.
What you need: the Credit Control section and list permission for each record type you want to see.
Working the lists
Section titled “Working the lists”- Invoices - the working views, invoice actions, the charge breakdown and per-call rating evidence
- Payments - payments and collection attempts, collection actions, recording a payment and a promise
- Payment methods - mandates, stored cards and telephone card payments
- Credit requests - raising and approving credits, goodwill gestures and refunds, and billing disputes
Also review former-customer balances, missed collections and No Auto-collection.
Use attention decisions to record the team’s follow-up.
Cards and queues
Section titled “Cards and queues”Financial Overview shows invoices, collections and billing activity at a glance.
Cards: unsent invoices and what they are worth, undelivered invoices, unpaid invoices, failed Direct Debits and failed card payments over the last 30 days.
Queues: failed Direct Debits, failed card payments with their decline reasons, invoice delivery failures, undelivered invoices, recently raised invoices, cards expiring soon and mandates stuck pending.
Financial Overview follows your Credit Control customer scope. Use Showing to select My customers or Team, where your access allows it.
Customer Services financial lists are shared within account access. Their scope can therefore differ from your Credit Control view.
Two words that catch people out
Section titled “Two words that catch people out”Unsent means an invoice that has no invoice number yet - the customer’s open or next bill. It is not a delivery state.
Delivered includes invoice email sent or confirmed SMS delivery. It does not prove the customer read the invoice.
Delivery failures highlights recent unresolved recipient email failures where no recipient delivery succeeded. SMS provider acceptance alone does not confirm delivery.
Answering billing queries by digging through raw call records? see how SAFE CRM explains every charge from the invoice itself