Due invoices
View outstanding and overdue documents according to account access.
Collections
Put every payment in its complete customer context.
Bring receivables, overdue invoices, promises to pay, collection methods and matching status into one field workflow connected to the customer.
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FIELD COLLECTION
From amount due to a matched receipt
Keep the invoice, customer, collection method and evidence together.
Promise to pay
Record a promised date, amount and follow-up activity.
Multiple payment methods
Cash, transfer, cheque, gateway or configured company methods.
Matching
Connect the payment with the customer and original accounting document.
Receipts and evidence
Issue a receipt and retain the transaction evidence required by the workflow.
Collection priorities
Rank follow-up by amount, lateness and payment likelihood.
See it in your working context.
A tailored presentation reviews the customer data, user permissions, document states and connection requirements relevant to this workflow.