Quick Outstanding

Here are the steps to use Quick Outstanding module. To learn more, you can also watch this RADIX Online tutorial video:

Quick Outstanding

Through Quick Outstanding module, you can view outstanding invoices of Debtors/Creditors upon entering the Company as well as also Send SMS to customers regarding the same.

To use Quick Outstanding module in Radix, first select the desired company.

1. Go to Zoom > Quick Outstanding or directly press Ctrl+Shift+F3 shortcut key.

2. Quick Outstanding form will open. Select details here such as:

Type - Select the type for which you want to view the outstanding invoices; Debtors or Creditors.

Broker - Press F4 key to select a broker, otherwise to select all the brokers, leave blank and proceed.

Account Group - Press F4 key to select any account group, otherwise to select all the brokers, leave blank and proceed.

Account - Press F4 key to select any account, otherwise to select all the brokers, leave blank and proceed.

As on Date - Select the date for which you want to view the outstanding invoices.

Company - To view outstanding invoices for more than one company, tick on Multi Company option, otherwise tick on Single option.

Due Days - Enter the due days for which you want to view the outstanding.

Due Bills Alert on Open Company - Tick this option, to view list of outstanding invoices on Open Company. Otherwise, leave blank and proceed.

Invoices - To view list of all the invoices, select All option. To view list of invoices against which Part Payment is done and Part is Pending, select Part Pending option. To view list of invoices against which no payment is received, select Full Pending option. To view list of both Part Pending and Full Pending, select All Pending option. To view list of cleared invoices, select Clear option.

3. List of invoices will be displayed according to the selected criteria. To open any invoice, press Enter key or directly double click on the selected invoice. You can now view, edit or delete the invoice from here itself.

4. To send SMS, select the invoices and then click on Send SMS button. To send SMS to all the invoices, tick on Select All option and then click on Send SMS button.

5. Once done, click on Close button.