Collection follow-up for one account

What is this page?

Every unsettled receipt of a single account, in one place — whether that account sent the money or received it. Both directions appear here, because when you have the customer on the phone you deal with all of their open receipts, not one row.

It is not in the menu, and it does not need to be: you reach it from Funds verification (click either party's name) and from that customer's statement.

The “This account's role” column

It says whether the account was the payer or the receiver on that receipt. One glance tells you whether to ask “did you send it?” or “did it arrive?”.

Two WhatsApp buttons

Each row carries two buttons: payer and receiver. So you can follow up with either side of the same transaction, not just the sender. A button stays disabled when that side has no WhatsApp group or your WhatsApp connection is down, and says why on hover. The message is only sent when you click — never automatically.

Confirming and flagging problems

The usual ✓ and ⚠ buttons work here too, so you don't have to go back to the Funds verification page to close a receipt.

Recently settled

The last ten closed receipts appear at the bottom, purely so you know what happened before. They don't clutter today's work.