Collections Management for 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 sales team abreast of action steps taken to collect past due balances.

Pricing based on your Acumatica resource level
Download the Crestwood Add-on Product Pricing Guide