Calendar
The calendar on the CloudT platform is a very useful tool for organizing and managing all your customers' upcoming payments.
In the "Calendar" section, all your customers' debts are displayed in a table, with a special indication of their payment status.
In the Calendar table you can see:
- Title of debt
- Customer
- Deadline for repayment
- Instalment amount
- Payment code
- Payment status
Table actions
- You can use the filters to search your customers' obligations e.g. by payment deadline.
- To copy a payment code, go to the tab of the record you want, click on the icon in the "Payment Code" column and the code is automatically copied.
- As long as your customer has entered the payment receipt of their debt from their own CloudT environment, then it will also appear on your platform and you can download the file.
Payment status
For the payment status of the debts there are 3 icons depending on the due date and the status of the payments/donations.
🔹🔹🔹🔹 Careful: The deadline is approaching and the payment has not been completed
🔶 Unpaid: the deadline has expired and the amount due has not been paid
✔ Paid : The amount has been paid
For each outstanding debt, your customers receive a payment notification by email a few days before the due date.
The email they receive has the subject "Reminder of debt (Payment Title)" and the text is in the following format.
