Digitail Ideas

Clinics need to follow up with pet parents so that they increase the chance their clients will make timely payments and, at the same time, decrease the chance of bad debt.

as a result, Digitail wants to enable vets to, Send clients, periodically, a statement with the balance of money due for goods or services delivered but not yet paid for, split into debt aging intervals. Moreover, since this is a recurrent activity,

Vet clinic staff will be able to set and edit rules to send AR statements automatically to clients.

Approach:

1. A clinic should be able to choose the date when the statements go out or manually release them.
2.  Users should be able to filter users based on debt age, either by interval or number of days. 
3. The clinic should be able to select some contacts or all of the contacts and send bulk statements.
4. The clinic should have the option of setting a recurrence for the automatic sending of statements to all clients that have outstanding balances.

Balance due will be split into 4 intervals: 0-30 (days), 31-60, 61-90, 91-120