Knowing how much you are owed is easy; knowing who, since when and what to do about it is not. Collections gathers all the pending balances of your rentals on a single screen, sorted by age and by customer, with each one's account statement and a reminder ready to send.
What changes
- Before: you went through rentals one by one to find balances, and kept track elsewhere of whom you had already written to.
- Now: you see at a glance how much is outstanding, how much is overdue and which customers are the most behind, and you send the reminder from there.
- What stays the same: the balances come from your usual rentals and payments. When a rental has no pending balance, it does not appear in Collections.
What you see in Collections
At the top, a summary with what is outstanding, what is overdue, how many rentals are overdue, how many customers have a balance (and how many are late) and the longest delay.
The balance is grouped into age brackets, and you can filter by each one:
- Current: not due yet.
- 1–30 days, 31–60 days, 61–90 days and over 90 days overdue.
Below, the list of customers with a balance: how much each one owes, how much is overdue, their longest delay, how many rentals have a balance and the date of their last reminder.
Each customer's account statement
With Account statement you open, in chronological order, that customer's rental charges, extra charges and payments, with the balance after each movement. At the end you see the total charges, the total payments and the balance due, or the credit balance if they overpaid.
A payment reminder, with no surprises
With Remind you pick the channel: WhatsApp, email or copy the text. Leaxio builds the message with what the customer owes and you can edit it before sending.
One important detail: Leaxio does not send anything on its own. Your WhatsApp or your email opens with the message ready and you send it. All Leaxio does is record the reminder, to warn you if you already wrote today or a few days ago, so you do not insist twice in a row.
If you made a mistake on a payment
From Payments you can cancel a payment recorded by mistake and the balance reappears on the rental. If the rental is already closed, Leaxio asks for a reason and records it, so your team knows why it was corrected.
Tips
- Check Collections once a day, starting with the oldest bracket.
- Write first to whoever is most behind, not to whoever owes the most.
- Look at the account statement before calling: with it you can explain where the balance comes from.
Keep reading
- Payments and collections: recording payments, methods and cancellations.
- Customers: each customer's profile and history.
- Rentals: balances and deposits for each rental.