How do I Determine a Client's Current Amount Due?

First, your organization needs to determine what the collections "goal" is: restated, how far ahead of a delinquent balance do you want to maintain client balances at. Once you determine this,  the "Balance on File" data point is what you will want to reference.

The "Amount Due" is however much money collected will return the offender to your organization's goal.

For example, if you want to keep offenders 14 days or more ahead of delinquent and an individual currently has Pool funds for seven days of Monitoring remaining, you will want to charge them at least seven days Monitoring fees to bring them into compliance with your internal policies. In general, we recommend building up a large of a pool balance as possible if the offender in question doesn't have a determined end date. When they come off the program, the remainder can simply be refunded.

Note though that if they have a negative balance of $70, and a daily rate of $10, taking a $70 payment will not get them credit enough for seven more days- it will only cover their existing outstanding balance. Aguardion offers you a few shortcuts, but sometimes a little basic math will be required to bring the balances to where you want them to be ideally.

Also note that Aguardion doesn’t bill for that day until midnight: this must be taken into account when providing them an amount to pay. 

• Related Articles

• How do you Determine a Client’s Payment Due Date? How Does Aguardion Suggest Responding to Client Inquiries?

  The Aguardion team suggests new users get out of the habit of thinking in terms of "due dates"- rather, offenders have a date they will become 'delinquent" if funds aren't added to the offenders pool balance. When a client calls in and asks the ‘due ...

• On the Invoicing Dashboard, it displays multiple entries for past due- one for the full amount and one for the next day. What's up?

  When you take a pool payment, it goes into a pool balance. This isn’t money earned- its a deposit set aside for future services, just like a lawyer might require a minimum retainer that they can bill against for services in the future. At the end of ...

• Why doesn’t Aguardion natively support traditional bi-monthly due dates?

  We have found that using specific calendar ‘dates’ (or put another way, a specific calendar period of services rendered) as a way to track payments doesn’t work as well as simply using a day ‘count’ and we would strongly urge to get away from that. ...

• Screenshots of the Client Portal

  Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are ...

• HELP! Why isn’t the Day Counter/Balance/<Insert Item Here> on the Client Profile?

  This goes back to the hierarchy structure. You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards during your day-to-day tasks: utilizing the individual Client/ Monitoring Event dashboards is ...