Agree the terms before the sale
Identify the customer, approved credit terms and the person authorised to grant exceptions. Reconcile opening balances before migration so a new system does not inherit unexplained debts.
Your working checklist
- Review overdue balances before further credit.
- Allocate each receipt to the right customer and invoice reference.
- Send statements and record collection commitments.
- Escalate disputed invoices with supporting documents.
Put it into practice
Ageing measures time outstanding; it does not establish collectability by itself. Separate disputes, unapplied receipts and genuinely overdue debts. Ask the Crystal team to show the customer balance and ageing screens using a partial-payment example.
Questions before you decide
Where should I start?
Use the checklist with your operations and finance teams, then bring a representative example to a Crystal ERP demo.
Is this a quotation or professional advice?
This is a practical buying or operating guide. Obtain a written software quotation and use your accountant or relevant adviser for business-specific decisions.