techHind Solar CRM
Payments & Outstanding Tracking
Record customer payments, monitor outstanding balances across all orders, run payment audits with approval, and automate follow-up reminders for collections.
Business Purpose
Give finance teams real-time visibility into collections and outstanding amounts tied to every solar project.
What You Can Do
- ✓Payment recording against orders
- ✓Outstanding balance dashboard
- ✓Payment audit and approval workflow
- ✓Follow-up reminders for overdue amounts
- ✓Payment receipt generation
- ✓B2B payment outstanding tracking
How It Works
- 1
Record payments against confirmed orders per schedule
- 2
Monitor outstanding balances and aging
- 3
Route payments through audit approval when required
- 4
Follow up on overdue amounts and close orders financially
Related Features
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