Accounts Receivable (AR) Collections – This functionality allows user to manage customer who have past due invoices by providing contact management database that stores all client communications, provides escalations for faster resolution, tracks past due invoice by custom type, and quickly organizes customers into a follow-up call list in order to solicit payment or resolution.
AR Collections Features
Integrated CRM Database specific to collection efforts
Assign pre-defined call back alerts based on invoice issue type
Assign collectors to customers
From a signal screen, ability to see all previous collection activity, list of past due invoices, customer credit information, and upcoming collection tasks
Create a call list based on specific unique collection parameters
Tag invoices to collection activity
See a dynamic view of all collection activity
More Features
