Review and prioritize accounts

Use Collection Priority scoring and dashboard filters to build a focused daily workflow. Instead of working through accounts alphabetically or by balance alone, let the portal rank where your time will have the most impact.

Start with Collection Priority

The Customers Dashboard sorts by Collection Priority by default. The highest-priority accounts (scores closer to 10) appear at the top. Start your day at the top of the list and work down.

Collection Priority considers multiple factors at once: outstanding balance, how far past due invoices are, weighted average days overdue, and the aging distribution across buckets. A large account that is slightly past due will score differently from a small account that is deeply overdue. The score does the multi-variable ranking so you do not have to.

Use filters to focus

Filters narrow the dashboard to a specific slice of accounts. The Customers Dashboard supports filtering by:

• Status — Active or inactive accounts.
• Invitation status — Show only customers who have been invited, who have accepted, who are pending, or who have not been invited yet.

Combine filters with sorting to target specific account segments. For example, filter to accounts that have not been invited and sort by Collection Priority to identify which high-priority customers should be onboarded to the Payments portal next.

Sort for different perspectives

While Collection Priority is the default sort, you can sort by any column by clicking the column header. Click again to reverse the order.

Common sorts:

• Collection Priority (descending) — The default. Highest-urgency accounts first.
• Outstanding (descending) — Largest balances first. Useful when you want to address the biggest dollar exposures.
• Wtd. Avg. Days Overdue (descending) — Most overdue accounts first, weighted by dollar amount.
• 91+ Days (descending) — Deepest aging first. Useful for chasing the oldest money.
• Account Name (ascending) — Alphabetical, for when you are looking for a specific account.

Review the stats panel

Before diving into individual accounts, glance at the Stats Panel at the top of the dashboard. It gives you a snapshot of your total AR:

• Total outstanding and current invoice amounts
• Total past-due amount
• Outstanding adjustments (debit and credit)
• Net AR amount
• Total account count

If these numbers shift significantly from one day to the next, something has changed in your portfolio and it is worth investigating.

Build a daily routine

A productive daily workflow:

1. Morning. Open the Customers Dashboard sorted by Collection Priority. Review the top accounts. For each one, decide whether to invite them to the Payments portal (if they are not yet registered), follow up with a phone call, or let them be.
2. Mid-day. Check the Payments page for incoming payments. See if any of your high-priority accounts have paid since the morning.
3. End of day. Glance at the dashboard one more time. If new high-priority accounts have surfaced, note them for tomorrow.

Related

• Filter and sort customers — Detailed guide on every filter and sort option.
• Review a customer account — Drilling into invoices and payments for a single account.
• Collection Priority reference — Full detail on how the score works.