Скачать или смотреть Collections Management Add-On for Acumatica

https://www.crestwood.com/collections... |

.:. Agenda .:.
00:00 Intro to Collections Management Add-On
01:09 Collections Dashboard
02:17 Creating Collections Plans
08:18 Automated Collections Activities
08:43 Collector Daily Tasks
11:00 Where to View Reports


Get paid faster! See all collections data at once and fully automate your collection activities in 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 the sales team abreast of action steps taken to collect past due balances.

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