Customer Calendar
Overview
The Customer Calendar in DIGITZ ERP provides a simple, date-based view of all pending customer payments. It visually displays the outstanding amounts on the days they are due, helping the team quickly identify when customer payments are expected.
The purpose of the calendar is to give an easy, visual representation of receivables in a month-by-month format.
Purpose
To offer a quick, intuitive way to track pending customer payments based on due dates.
The calendar helps:
- Improve follow-up timing
- Enhance collection planning
- Provide better visibility on customer dues
- Reduce missed follow-up opportunities
How It Works
The calendar reads all pending invoices for customers and shows entries on the corresponding due dates.
For each due date, the calendar displays:
- Customer Name
- Pending Amount
This allows users to quickly see which customers owe payments on that day.
As payments are posted or cleared, the calendar updates automatically to reflect the changes.
Key Features
1. Date-Based Pending Payment View
Each calendar day shows the list of customers who have payments due on that date.
2. Minimal and Clear Display
The calendar shows only:
- Customer Name
- Outstanding Amount
No extra clutter or details — giving a crisp and easy-to-understand view.
3. Real-Time Updates
Whenever a payment entry is submitted or an invoice is settled, the calendar refreshes automatically.
4. Easy Navigation
Users can switch between months to review:
- Upcoming payments
- Past dues
- Expected receivables
Benefits
- Clear visibility of day-wise receivables
- Helps teams plan follow-ups
- Ensures no customer due is missed
- Improves collection efficiency
- Assists in cashflow awareness
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