Collecting Second Half, Follow-Up and or Final Payments

COLLECTING 2^ND HALF, FOLLOW-UP AND FINAL PAYMENTS

1. Sales personnel are responsible for collecting full payment on orders
2. A “Deposit Hold” will be placed on all orders not at 100% paid status.
3. Sales personnel are encouraged to go to salespad.buydentalequipment.com/reports, look for “collections.php” and generate the report to see remaining balances on your orders.
4. As a courtesy, support personnel (usually Customer Service) will assist sales with generating the report on a regular basis.

Steps for Generating the full Balance Due Report:

1. Go to the Intranet page for Reports.  Look for “collections.php” (It may take a minute to generate the report)
2. This report will show remaining balances on accounts needed to be collected
3. Copy the data from the report and paste into the body of an e-mail.  Separate the list by Sales person.  Ensure that the following columns are present in the e-mail:
   1. Customer #
   2. Order #
   3. Balance Due
   4. Ship Date
   5. Salesperson
4. Send this email to all the sales team, and the Sales Manager
5. As payments are received, release the “Deposit hold” on the order and let purchasing and shipping know the payment has been received. They will continue the order from there.