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To get started
Click on set up preferences
Enter your company details
Hover your mouse over the question marks for additional information
To be paid by BACS, fill in your bank details
Once you are finished, click on save
Click on Advanced calculator
Now click on Client address book
Click on add new client
Add the client contact details
Hover your mouse over the question marks for additional information
Add the email address of the recipient
When finished, click on save
Then click on use
The client details are added to the calculation
Add the clients reference
your invoice number and description of the goods or services you provided
Using the drop menus, enter the calculation dates
If the debt is unpaid, leave at today's date
Enter the amount owed, inclusive of VAT
and then click calculate
The calculator result gives you a complete breakdown of your claim
You also have the option of adding a discount to encourage prompt payment
if paid within a set time
The total owed updates to reflect the discount
Now choose between 3 options. Save to history,
save and email
or save and print
in this case we've chosen
save and email
A claim letter is created including all the details the debtor requires
including the discount offer and a secure link
to view the claim online
An email is sent to the debtor and you
The calculation is saved to history and updates interest owed daily
Please see our other videos to learn more about the advanced calculator