Payments & Dues
Record partial or full payments, calculate outstanding balances and keep last-payment dates synchronized.
What this feature does
Record partial or full payments, calculate outstanding balances and keep last-payment dates synchronized.
Why it matters
Payments & Dues reduces the gap between a social conversation and the structured business record required for reliable sales, service and reporting.
How to use it
Open the relevant client conversation, select the payments & dues area in BDSocialLead, enter only verified information and save the record.
Recommended workflow
Keep one source of truth, update the record immediately after meaningful customer activity, and use follow-up dates instead of relying on memory.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.