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Receivables and collections

The call list for the day: each dealer’s bills by age, what they promised, and what the desk has done about it.

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Receivables and collections in TallyNexa
The screen as it is in TallyNexa, on the sample books (Navkar Electricals, made up).

What it does

  • Each dealer’s open bills by age, with promises and their dates
  • A call list in order of who matters most today
  • Reminders on WhatsApp and mail, and a log of every follow-up
  • Dealers past their credit limit, before the next order ships

More of TallyNexa

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How it works

  1. 1

    Open bills from Tally

    Each customer's open bills are read from Tally's bill-wise details, so the party ledgers need bill references.
  2. 2

    Aged and promised

    Bills are aged by their dates, and each promise to pay is kept with its date.
  3. 3

    The day's call list

    Customers are ordered by what matters most today: how much is overdue, for how long, and what was promised.
  4. 4

    Remind and log

    Send a reminder on WhatsApp or email from your own number or mailbox; every follow-up is logged.

Questions about Receivables and collections

Can I send outstanding reminders from Tally data on WhatsApp?

Yes. TallyNexa reads each party's open bills from Tally and lets you send a reminder on WhatsApp or email, from your own mailbox or number, and keeps a log of every follow-up.

Does it show ageing?

Yes. Each customer's open bills are shown by age, with the promises they made and their dates, and the customers past their credit limit.

Who decides whom to call first?

The call list orders customers by who matters most today: what is overdue, how much, and what was promised.

Guides

Tally data on mobileFour ways to see TallyPrime data on a phone: browser access, remote desktop, Tally on cloud and a connector app. What each costs and what must stay on.Payment reminders on WhatsAppSend outstanding payment reminders on WhatsApp from your TallyPrime books: Tally’s own sharing, and TallyNexa with ageing, promises and a follow-up log.13-week cash flow forecastBuild a 13-week cash flow forecast from TallyPrime data: start from cash, add receipts and payments by due date, fixed costs, tax dates and loans.

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