Navigating Owing & Sending Payment Reminders

In this tutorial, you will see how to filter the owing list, search for specific customers, record a payment from this tab, tag in bulk, send a bulk and individual payment reminder.

Squeegee Team
10 steps
2 minutes

Sqgee

The Owing list will show all customers currently with an owing balance. You can see the total number of owed customers in the top left, along with the total owed value. On each customer listing, you will also see the owed amount and the amount of days they have been in Owing.

Filtering the List

Go to the Owing tab > you can then filter the list by clicking into current filter (in this case 'Debt Age Oldest') to view the other options, including: - Alphabetical - Owing - Debt Age Oldest - Debt Age Newest - In Credit - Distance From Me - Round

You can also filter by clicking the settings cog and toggling on/off the required filters.

If you are looking for a particular customer, you can search for them using the search icon in the top right corner and entering the details.

You can also use the Advanced Search on the Owing list now, using the filter icon. You can find further guidance on this here <https://scribehow.com/o/lQglArI1TWiF5Tqfjd7_lg/viewer/Advanced_Customer_and_Job_Search__bTmnusuHSYyp7frhRIdlDQ?referrer=knowledge-page>

Recording a Payment

To record a manual payment, click into the relevant customer > select the amount they have paid and by which method (if they have saved their payment details on GoCardless/Stripe, you can click on the 'Charge' toggle instead) > select a payment account and reference if wanted > then record the payment. This will then automatically remove the customer from the owing list and you can view this in the Payments tab.

Tagging

You can tag a customer by clicking the # icon in the top right corner (you can also enter a search query if you only want to tag a few customers). You can then choose whether it will be an important or standard tag > enter this and save. This can then be used as a way to identify these customers in Squeegee.

For further advice on tagging customers please see this tutorial: <https://scribehow.com/viewer/How_to_Tag_Customers_and_Jobs_on_Squeegee__Hg-_4KtdTCaWlVQTXtqG7w>

Bulk Payment Request Message

To send out a bulk payment request message, click the green stopwatch icon in the top right corner. It will select all customers by default but you can adjust this if required.

Next click on 'Edit Message', it will use the message template saved in 'Email/SMS Payment Request Template' (found under Settings > Notifications & Messages) as a default, but you can add any other required information in here as well. You can then preview and send (you do also have the option to schedule the sending for a later time).

Sending Individual Reminders

Click into the required customer > pink three dots > 'Request Payment'.

Again you can edit the message before sending and then preview and send (you do also have the option to schedule the sending for a later time).