Debtors List
The Debtors List shows all units that have an outstanding service charge balance, along with the contact responsible, total charged, total paid, amount outstanding, and amount in arrears. A calculated score ranks debtors by severity, helping you prioritise debt collection activity.
The list includes the current arrears stage (e.g. First Warning, With Solicitor) and payment frequency arrangement, so you can see at a glance where each debtor is in the recovery process. Multiple built-in views let you filter by overdue thresholds, number of charges owing, or as at a historical date for audit purposes.
List View
Section titled “List View”
| Column | Type | Description |
|---|---|---|
| Unit | link | The unit with outstanding service charges. |
| Contact | link | The primary contact (owner or member) responsible for this debt. |
| Phone | phone | Phone number of the debtor. |
| Last Action | dateTime | The date and time the most recent debt-related action was taken. |
| Charges Outstanding | number | Number of service charge invoices currently outstanding. |
| Total Charged | number | Total amount charged across all outstanding invoices. |
| Paid | number | Total amount paid toward the outstanding invoices. |
| Outstanding | number | Total balance currently outstanding. |
| Arrears | number | Amount overdue (charged but not yet paid past the expected payment date). |
| Debtor Score | number | A calculated score indicating the relative severity of this debt situation — higher scores indicate more serious arrears. |
| Last Payment | date | The date of the last payment received from this debtor. |
| Arrears Stage | picklist | The current debt recovery stage — e.g. First Warning, With Solicitor, Judgement Obtained. |
| Frequency | picklist | The payment frequency arrangement in place for this debtor (e.g. Monthly payment plan). |