Description
Collections Management for Acumatica
Easily create and send powerful overdue notices that get your clients’ attention. Written on the Acumatica platform by Acumatica MVPs and offered to you by the 2016 and 2017 Acumatica US Partner of the Year.
See All Collections Data at Once
With our collections dashboard, see all of your open invoices by customer, a quick view of your collection activities and drill into the details for any client or task.
Get Paid Faster
See specific past due details by customer, allowing you to identify and target the most pressing accounts. Then create your collection activities.
Fully Automate Collection Activities
Set up multiple collection plans, schedule future activities and auto-generate emails based on invoice dates. Create templates to automate the collection process by customer.
Key Features
- Natively built within Acumatica
- Easily reprint invoices
- Mass email your clients using specific parameters
- Mass create tasks
- Email clients from Acumatica application, attaching overdue invoices
- View contact activity, contact history and schedule future activities
- Create templates including letters and emails
- Automatically record when an email was sent, or a letter or invoice was printed
- Perform small balance write-offs
- Create Dunning letters
Price:
License: Starts at $4,000
Annual Maintenance: 20%
Annual Subscription: Starts at $1,600
Download Datasheet
