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 create collection activities
- Mass create activities for your collectors and clients using Customer Plans
- Automatically close activities associated with paid invoices
- Email clients from Acumatica, attaching overdue invoices
- View and manage collection activities from a single screen
- Create collection email templates using native Acumatica email templates
- Automatically record when an email was sent
Price:
Annual Subscription: Starts at $1,600
License: Starts at $4,000
Annual Maintenance: 20%
