Debtor is a word that gives many people sleepless nights. Particularly if our client is one of them, and even more so if it turns out there are many more such customers. When a school has dozens or hundreds of students it is difficult to see to and check timeliness of each payment. Very often “something” starts to slip away from us.

This is why in our new cycle, up first we are going to deal with debtors’ list. A function that helped already many people to organise their finances and handle problematic situations step by step. The Platform offers a possibility to generate a report concerning debtors. But to make things even easier, the Finance folder includes a  tab named Debtors’ list. How shall it be used? Well, using proper filters we can check precisely who, for what amount and for how many days is overdue with payment towards us. It is worthwhile to see to this, because the longer a delay in our action is, the more difficult it becomes to collect the receivable from a debtor.

After proper filtering of students, two statuses appear: “A debtor”, and “Not a debtor”. This helps us to leave on the list only debtors and then in the next step we can notify them about overdue payments. It is worthwhile to use this function also when we want to remind about the approaching payment date. This is the first step if we want to avoid having debtors at all.

The list of students has a default filter automatically showing people who are at least 1 day in delay with payment. Filters can be freely interchanged to generate list of people of interest for us in a given moment. Using this function we can also easily obtain details of receivables.

The next step is comprised by notifications sent to debtors, and here we have two options: an e-mail or an SMS. The content of a message can be freely modified. We can also change the addressee, e.g. in the case when a given student is a minor. We showed in the link below how to use this function:

I recommend devoting a few minutes to study of the guide; this will help you to be able to use efficiently the possibilities offered by the Debtors’ list in the future.

Why do we consider this function as an extremely important one? We will eagerly explain this using a Case Study.

Early this year we received a phone call from an owner of a language school who was in the process of implementing our Platform. Well, it turned out that for several months since the beginning of the term the school was managed through a spreadsheet. When the data were transferred to the Platform, it turned out that among students there were some who had not made the due payments since the start of the term! This sounds incredible, but frequently under pressure of daily duties and business matters, some things start to slip away from us and this is fully understandable.

We hope our new cycle will help you to understand better how our Platform works and this will make it become even friendlier in use. 🙂

If the information at the link proves to be unclear, remember that you can always take advantage of our technical help by writing to the following address: or calling us at the following telephone number:  +48 799 010 338.