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Manage Overdue Invoices to Improve Cash Flow. Create overdue invoice records with customer-specific grace periods.
Update overdue records daily. Email stage-specific payment reminders and generate phone call tasks.
Watch: https://youtu.be/fbrYTLKGrfM
Scheduled collections phone calls appear on users' dashboards.
Watch: https://youtu.be/Ipl1G0OQTAY
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See an enhanced, lightning-fast Aged Trial Balance.
See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoices.
Create a collections case on the spot or drill down to an existing case.
Flip from a customer-centric view to a document-centric view with one click.
Don't wait for a printing process when you can see the same information on screen in less than a second.
Watch: https://youtu.be/8rBw70bPC_4
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Record and Manage Disputed Invoices. Create and maintain a record of which invoices are in dispute. Include a revisit
date so that the disputed invoice will appear on users' dashboards. Optionally assign to a specific person.
Watch: https://youtu.be/-AbY4vYlvGo
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Track Promised Payments. Record date promised, amount promised and amount paid. Include a revisit
date so that the promised payments will appear on users' dashboards.
Watch: https://youtu.be/dTcd2nrq19A
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Track All Invoices. Attach notes and documents to invoices before they become overdue or disputed.
When the status of an invoice changes, the notes are right there.
Watch: https://youtu.be/74T7Frbfv5k
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Assess Collections Performance See trend lines in the Average Days to Pay and Average Days Overdue charts.
Review details and totals in the Disputed Invoices and Promised Payments reports.
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Resend A/R and O/E documents to customers in 30 seconds. Stop searching through email or network folders.
Find the company using internet search capabilities. Click on Send Documents and the invoice
is recreated as a PDF file and emailed to multiple contacts at the company.
Drag and drop files to the communication.
Watch: https://youtu.be/tBqqE65nLyc
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View collections cases in a dashboard.
The dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly
with one click. Flip between cases assigned to you and to your team with one click.
Watch: https://youtu.be/osYLodoXwAY
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Bulk Send Invoices, Statements and Letters.
Enhance core functionality by sending to multiple contacts per customer. Store a record of sent emails in a network location,
independent of email client or server folders. Email records retain the body and all attachments in a single EML file that can
be opened with one click and resent with another click.
Watch: https://youtu.be/PnEfId3AOCw
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