Manage your business debtors with customer statements

by Wes Hooper

9th February 2009

Published in: Business Management

As with all Moobiz features, we only add the things we need to keep things simple, for our customers (and because we use it to run our business - ourselves!)

Sometime ago we added "company statements" which were basic list invoices grouped monthly, and this satisfied our needs for managing our Mooloop clients at the time

With other businesses now using Moobiz, we have had a few suggestions that keeping track of debts with company statements could be even smarter.

In a strange coincidence we received a paper statement from our accountants. We normally file these away without really paying much attention as we've normally paid the bill by the time the statement arrives, but this time we had a closer look.

The statement incorporated features we'd been asked for, such as a statement date rather than list of invoices per month...

So, we had a think and realised we too could manage our business better with smarter statements!

A day or so later, and we're pleased to put live our new updated company statements!

You now create a statement for the specific date the statement is to be issued, the tab listing statements also has aged debt analysis built in.

Statements themselves don't look much different, other than showing the date issued, clearer headings and an aged debt analysis summary.