10444 Gulfdale · San Antonio · Texas · 78216 · phone (210) 341-9188 · fax (210) 530-0102
Collections

 

Collection Call Entry
  • Automatic selection of customers who need a call
  • Review previous calls
  • Record who you talked to and what they promised to do
  • Call Date and Promised Date per invoice
  • Zoom into the details of any invoice
  • Interactively reprint an invoice via A/R
Collection Call Scheduling
  • Identify new situations based on past due invoices or balances in excess of credit limit
  • Follow up on previous calls based on review date, status, or payment commitment dates
Optional SalesMark™ Interface
  • Option to access Collections Adapter invoice screen from a SalesMark™ call
  • Integration with SalesMark™ provides scheduling of calls per contact person, ability to create a WordPerfect merge letter, and automatic tracking of information sent out (such as duplicate invoices)
Integration with A/R
  • Access to A/R inquiry for details of any invoice
  • Customer balance and aging totals display during a call
  • Easy access to all current and past customer information during a call
Reporting Features
  • Customer Collections report of calls to be made
  • Credit Hold report to identify customers with problem accounts
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Every business has customers who seem to procrastinate on sending a check until you give them a polite but firm reminder.