Dashboard Widgets
  • 16 Sep 2020
  • 3 Minutes To Read
  • Contributors
  • Print
  • Share
  • Dark
    Light

Dashboard Widgets

  • Print
  • Share
  • Dark
    Light

The dashboard is made up of a number interactive, informational widgets. Below you will find a description of each widget.

Total Debt

Displays the total amount of money owed to the company by your customers, including not yet due, overdue, disputed and non-allocated.

Not Due

This is the total amount of money owed to the company but is not yet due. This is made up of invoices not yet paid but still within their payment terms (30 days etc.)

Overdue

The total amount of money owed and is now overdue. This is made up of customers who are late in paying their invoices.

Disputed

The amount of money from invoices that have been marked as disputed. A disputed invoice can still be overdue or not due but will be included in this figure due to being disputed.

Disputed Invoices
Any invoice marked as disputed will not be automatically chased by Credit Hound.

Non Allocated

This is the total amount of payments that have been received from customers but not yet allocated to invoices. Use your accounting software to allocate any payments that are for outstanding invoices. 

Why Allocating Payments Is Important
Credit Hound is usually configured to automatically chase your customers for outstanding debts, so it is important that you allocate any payments for the invoices they are for. If you don't, Credit Hound assumes the invoice is outstanding and will sending chasing emails to the customer.

Mini Aged Receivables

Mini Aged Receivables widget

This widget displays the balance of money owed to you by your customers, broken down by aged buckets.  Clicking on any section will open up a list, showing you the customers who make up that particular total. You can read more in Aged Receivables / Aged Debt.

Where is My Money

Where is My Money widgetThis widget shows all of the money currently owed to you as a pie-chart, and is broken-down by:

OverdueMoney that should have been paid to you and is late. Credit Hound can be configured to chase for these overdue payments automatically using Collection Paths
Not DueMoney from invoices that haven not been paid but are still within their payment terms (e.g. 30 days, 14 days etc.) and therefore not yet due
DisputedThe total amount of money from invoices that are marked as disputed. You can put and invoice on and off dispute in the Customer Screen
Non AllocatedThis is the total amount of payments that have been made but not yet allocated to an invoice

Clicking on a segment of the pie or the key title, will open up a screen detailing the customers who make up that section of the chart. See Customer List for more information.

Who Has My Money

Who Has My Money widget

The Who Has My Money widget shows you the top 8 customers who owe you the most money. Clicking a row will open up the customers details .

Who Has Paid Me

Who Has Paid Me

This is a list of customers who have paid in the last 7 days, when they paid and how much they paid. Clicking a row will open up the customers details.

Customer Email Issues

Customer Email Issues Widget

This widget displays a list of customers who either do not have an email address on their default contact, or the email address is invalid. These customer cannot be automatically chased by Credit Hound until the email addresses are added or corrected. The Non-chaseable figure is the total amount of money that cannot be chased automatically. 

The scroll-able list contains all of the customers affected, along with a breakdown  of their balance and overdue amount. Clicking on an item in the list will take you to the Customer Screen for that customer.

Correcting Email Addresses
You should correct any invalid email addresses directly in your accounting system. When Credit Hound next synchronizes with your accounting data, the customer's in Credit Hound are updated accordingly. After this synchronization, Credit Hound will automatically chase these customers using Collection Paths.
Was This Article Helpful?