TDL for Payment Follow-up Module in TallyPrime | Collect Payment Faster | Download Free Trial
Автор: TDLStore
Загружено: 2025-12-15
Просмотров: 309
Описание:
Streamline Collections. Improve Cash Flow. Never miss a Payment follow-up again.
Timely payment follow-ups are critical for healthy cash flow, yet most businesses struggle to track who followed up, when it was done, and what commitments customers made. Missed reminders, scattered notes, and incomplete communication often result in delayed collections and poor visibility for management.
This powerful TallyPrime TDL add-on solves this real-world problem by helping businesses record, organize, and monitor payment follow-ups effortlessly — right inside TallyPrime.
Whether you manage a small business or a complete accounts team, this add-on ensures that every pending payment is tracked, every follow-up is recorded, and management gets real-time clarity on collection progress.
⭐ Why This Add-on is a Must-Have for Every Business
Ensures timely and consistent follow-ups, leading to faster payment collection
Centralizes all follow-up information inside Tally — no separate tracker or Excel required
Gives management a single dashboard for reviewing customer-wise and bill-wise follow-up status
Enhances accountability across teams and avoids missed commitments
🔑 Key Features
1. Ledger-Level Follow-Up Tracking
Record all payment follow-up interactions directly at the customer ledger level.
2. Bill-Wise Follow-Up Capture
Maintain detailed follow-up notes for each outstanding bill, improving clarity and accountability.
3. Add Up to 5 Contact Persons per Customer
Store multiple client contacts and track exactly who you followed up with — ideal for businesses dealing with multiple decision makers.
4. Next Follow-Up Date & Priority Status
Mark follow-ups as Hot / Warm / Cold and set the Next Follow-Up Date to focus on priority collections and avoid missing reminders.
5. Smart Reports & Alerts
Daily Email Alerts: Automatically receive a list of Today’s Follow-Ups in your inbox every morning
On-Company-Load Reminder: Tally automatically shows today’s follow-up summary when you open the company
New Follow-Up Reports:
Ledger Wise Follow-Up Register
Bill Wise Follow-Up Register
These give management and accounts teams a clear view of outstanding interactions and pending commitments right inside TallyPrime.
Download 3 days free trial from here : https://tdlstore.in/product/tdl-for-p...
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