Evaluation of clients according to payment history and invoice reductions
David Wurth
It would be helpful to have an evaluation or list of clients in projo, which can be sorted according to their average payment delay.
Currently, the assessment of which customers tend to pay late is often based on personal impressions. A data-based overview would create significantly more transparency here and enable an objective assessment of payment behavior.
This function would also be particularly helpful for maintaining contract data: The average payment delay stored in the contract overview could be filled with a reliable value based on real payment data instead of based on estimates.
In addition, the evaluation could include the following key figures:
- Average payment delay (in days)
- Percentage of invoices paid late
- Average invoice reduction in euros
- Average invoice cut in percent
- Total of all reductions per client
- Sorting and filtering options by period
Such an overview would not only improve liquidity planning, but would also help to identify risks for individual clients at an early stage and to maintain contract parameters based on actual experience.