- Check the forecast suggestions are correct and modify them if necessary.
- Have the forecast suggestions validated by a professional such as your chartered accountant.
- Approve the quotes which must appear in your forecasts by setting a ‘Won’ status and assign the others as ‘Lost’ or ‘Open’.
- Convert quotes into invoice when the customer is ready to be invoiced.
- Identify late invoice payments.
- Contact customers to remind them of payment.
- Re-plan the deadlines for a future payment date if required.