Agent Debt
Menu > Report > Customer Debt
Manage customer's debt list in 2 types: Tour services and Out-of-tour services. In addition, you can know the estimated Profit and payment status of the tour booking in the Agents Debt area.
Functions:
1. Filter/ Search data
Filter fields include:
- Press Enter to search: enter keywords related to the booking you want to find. The displayed results will be bookings with one of the following information: booking name, booking code, Customer name, Email, customer's address and phone number, matching the keyword entered.
- Time filter: The system divides into 2 types of time: Date of use and Date of creation
- Date of use: The date of service use, calculated according to the tour date (no matter what date the booking was created)
- Date of creation: Calculated according to the date the booking was created (no matter what day the booking goes)
- Customer type: Customers are divided into 3 groups: Customers, Partners, Suppliers
- Partner/ Customer
Click to display results
Click to delete the information entered in the filter field, the system will then display all results without filtering by any condition
Image: List of debts to customers/agents
2. Export Excel
Click then click to export the Excel file of the agent's debt list according to the results you have filtered.
Click at the end of the result line to load the excel file of a specific object.
Update: 01/2023