Delinquent Report

Generate a report using specified filters to find a list of customers that meet delinquency criteria set by the company.

Tools > DNP > Delinquent Report.
Use the Customer List to start filtering for customers that meet this delinquency criteria.

See Customer List for further detailed information.

In this example, this report is filtering Active Status customers with a balance of at least $100.00 that is at least 60 days late resulting in 6,265 customers.

If this criteria is commonly used, use the Save/Load tab to Save this filter template for later use, or Load an existing filter template for the new DNP report.

Select 'Submit' to generate the full list of customers and their balances to print, email, or export.

Select 'Start DNP' to begin enacting changes to customer account behavior in the 'Non Payment Status Change' menu.

When running the DNP process, there are several checkboxes that will change specific account settings when checked.

New Status - Change the customer's status to a set delinquent, stopped, or other status if desired.
New Billing Code - Change the customer's billing code once delinquent if desired.
Route Stop Date - This checkbox will appear if the customer is being stopped. Choose a date to stop delivering services to the customer.

By default, this will mark any route services as stopped but will continue to deliver the customer's final service even if the service date is past the Route Stop Date.

Override Stop Date - This checkbox will appear if Route Stop Date is checked. Choose a date in which the service will be immediately stopped, regardless of whether the final service date has been reached or not. This date is inclusive, meaning if service is scheduled for the Override Stop Date, that is considered the final day of service.
Generate Route Stop Notes - Create notes for the driver indicating that this route has stopped.
- Note: If the Route Stop Date and Override Stop Date are both set on the same day (ex: 1-31), then any service rendered on that day will receive a "final pickup" note to print on 1-31, whereas all other stopped services will have a "do not pickup today" note printed on their respective Route Days.
  - If the Route Stop Date is set to 2-1 instead, and the Override Stop Date is set to 1-31, then the customers who have service for 1-31 will not receive the "final pickup" note, and instead all customers will receive a "do not pickup today" note printed on their respective Route Days. (For the 1-31 customer, they would receive the "do not pickup today" note on 2-7.)
Generate Cart Pickup Notes - Create notes for the driver indicating that the customer's cart is to be picked up upon next route date.

Cart Delay - If set, the customer's cart will not be picked up until the specified date has arrived/passed.
Single Pickup for Carts - If the customer has multiple carts at their address, checking this box will indicate to pick up all carts regardless of the material.

To select all customers, right click the pane with the list of customers and select 'Check All'.

Several other colored options appear which indicate different billing behaviors:

Last Bill Delinquent - This customer was delinquent during the last billing cycle and most likely is still overdue on their balances.
Two Bills Since Delinquent - This customer was delinquent two bill cycles ago but was not marked delinquent for the most previous billing cycle. This customer may have paid their overdue balance. Double check their balance before processing.
Caution Items - This customer has had more than two bill cycles since they were marked delinquent but the most recent two bills were not marked delinquent. This customer could have paid off their overdue balances. Double check their balance before processing.
Payment Terms - This customer has been flagged for unusual payment terms and may not be subject to delinquency. Check their payment terms before processing.

Customer Info - General information for any highlighted customer in the DNP list.
Payment Terms - If applicable, the payment terms for DNP customers with this flag will be displayed.
Transactions - A historical list of all DNP customers' transactions.
Billing History - A list of all DNP customers' bills with the transactions, balances, and due date displayed for viewing in-app or in PDF.
Driver Notes - Historical data of most recent driver notes for all DNP customers.

Select 'Download' to generate a spreadsheet with all the selected customers' balance information.

This will begin enacting all changes for customer status, bill code, route stop, etc.

Select 'History' to open a list of all DNP processes with the most recent selected by default.

The 'DNP Run History' window displays general information about how the process affected customers as well as the ability to 'Create Letters' for sending customers to notify about their delinquency and 'Create Transactions' if generating custom transactions for these accounts is desired (separate from a Finance Fee).
Reports > Advanced Reports > DNP History will produce the same historical report.

Click Menu on the 'DNP Run History' window to access the options of generating a Report of the select DNP process or to Reselect Accounts that were affected.

Reselecting Accounts will populate the 'Customer List' menu again with each affected account listed by account number. This allows for further changes to be made to these delinquent accounts if necessary.