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Overdue Payment Reminders: Email stage-specific reminders
or generate phone call tasks for customers with overdue accounts.
Opt out customers or add customer-specific grace periods.
Nicely formatted HTML emails are sent to multiple customer contacts, and include a current account summary.
Phone call tasks are included on users' dashboards.
See: Picture
Watch: https://vimeo.com/604986255
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Customer Aging:
See an aged trial balance on screen, with more information, in less than a second.
A flags column marks customers with unapplied cash, disputed invoices and promised payments.
Use enhanced filtering and sorting options.
Flip from a customer-centric view to a document-centric view with one click.
See: Picture
Watch: https://vimeo.com/605003090
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Send Invoices:
Bulk send A/R Invoices, O/E Invoices, and CR/DR Notes.
Store a record of sent emails as a communication.
Send Invoices will run interactively or can be driven by the Scheduler program (included with Collections).
See: Picture
Watch: https://vimeo.com/675594034
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Resend (ad-hoc) Documents: When a customer is stalling payment by asking for more details,
select any collections related accounting documents from one screen:
A/R Invoices, A/R Receipts, A/R Statements; O/E Orders, O/E Invoices, and O/E Credit/Debit Notes.
Drag and drop additional files into the communication tab and send the email to multiple contacts.
See: Picture
Watch: https://vimeo.com/605016839
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Dashboard:
The date-oriented dashboard shows phone call tasks, promised payments, disputed invoices and tracked invoices.
A revisit date ensures that items will appear on a user's dashboard until closed.
See daily, weekly, monthly or yearly views.
See assigned-to-you or assigned-to-your-team items.
See: Picture
Watch: https://vimeo.com/604976266
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Promised Payments: Record the date promised, amount promised, and amount paid.
A revisit date is required.
Link one or more invoices related to the promise.
See: Picture
Watch: https://vimeo.com/605008276
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Disputed Invoices: Record the amount in dispute.
A revisit date is required.
Link any number of files or notes to the dispute.
See: Picture
Watch: https://vimeo.com/605006489
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Tracked Invoices: Track important invoices as soon as they are created (before they are overdue or disputed).
Link any number of files or notes to the invoice.
See: Picture
Watch: https://vimeo.com/605818798
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Payment Due Alerts:
Nicely formatted HTML emails are sent to multiple customer contacts before their invoices are due.
The alerts list all unpaid - but not overdue - customer invoices.
See: Picture
Watch: https://vimeo.com/604999626
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Collections Performance: See trend lines in the Average Days to Pay, Average Days Overdue, and Collections Effectiveness Index charts.
Review details and totals in the Disputed Invoices and Promised Payments reports.
See: Picture
Watch: https://vimeo.com/604958624
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