Collections Management for Acumatica
Making collections a breeze.
Description
Get paid faster! See all collections data at once and fully automate your collection activities in Acumatica.
- Develop custom Collections Plans that automate the interaction with past due accounts.
- Each Collection Plan can have multiple timed steps that include email notifications, creation of call tasks, email attachment of overdue invoices and/or statements, etc.
- Utilizes email templates for each Collection Plan that auto personalize email responses and enables escalation of messaging deeper into the collections process.
- Documents all emails and calls made during the collections process to support when each notification has been made.
- Achieve higher collection success rates and drastically reduce time spent collecting.
- Accelerate cash flow by ensuring you get paid faster due to timely notification of past due accounts.
- Leverage dashboards to visual past due accounts and keep the sales team abreast of action steps taken to collect past due balances.