How to use the IODM system - Select screen, Review screen and Report screen

Select screen

Once the invoices are imported into the system to commence the debtor management process select the icon.

The above screen will be displayed. To satisfy compliance requirements the box must be ticked to certify that these invoices have not been paid or disputed. Once ticked, select whether to notify the debtor via SMS, email or both, tick all or select individual debtors and click the Notify Debtors button.

For compliance reasons you will be required to confirm once again you wish to proceed with the notification. Once you select yes the debtor action is taken in accordance with the process flow.

Review screen

By clicking on the above icon you are able to review the debtor actions that were taken on certain dates.

Report screen

Select the Reports tab for an update on information such as:

Debtors that have paid since Letter 1, Letter 2 etc. paid in full or partially paid
Debtors referred to collections
Top ten debtors in terms of amounts and ageing