Managing collections manually is time-consuming, error-prone, and costly. Our Collections Management solution gives your team the tools to stay ahead of aging invoices, automate repetitive communication tasks, and maintain visibility into every customer interaction—all from within your ERP system.

Key Capabilities:

• Instantly reprint and resend invoices on demand
• Email overdue notices directly from Dynamics SL, with attachments
• Mass email or mass-create follow-up tasks based on customer criteria
• Track all contact history, follow-ups, and scheduled activities
• Use templates for letters, emails, and reminder messages
• Automatically log when invoices or communications are sent
• Perform small balance write-offs with just a few clicks
• Enhanced reporting, sorting, and filtering for smarter decision-making
• Fully compatible with Dynamics SL 2011, 2015, and 2018 (Customization Manager required)
• Works with or without Order Management, Flexible Billings, Currency Manager, or Multi-Company modules