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Collections

The worklist of overdue customers, the dunning ladder, promises to pay and the collection figures.

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The Collections desk The collector's screen: every customer with overdue money, most urgent first, with an account panel to call, record a promise, assign a… Promises to pay A collector records what the customer promised to pay and by when. The nightly run checks posted receipts against it and marks it Kept…

The Collections desk The collector's screen: every customer with overdue money, most urgent first, with an account panel to call, record a promise, assign a collector or close the work, and…
The dunning ladder and collection cases Each overdue customer has at most one open collection case. The nightly run moves it up five stages by the age of the oldest overdue bill, with a follow-up at each…
Promises to pay A collector records what the customer promised to pay and by when. The nightly run checks posted receipts against it and marks it Kept, Partial or Broken. Broken…
Collection figures The Collections page measures how well your company collects over a period: collection effectiveness, days sales outstanding, days delinquent, the share past due, cash…