Enterprise Collections Automation
CollectSoft
The Complete Collection Solution
CollectSoft is Designed to work as stand alone product. With easy import function that can be designed to import invoices from All Sources of ERP or Billing System to Manage your collection process. It is easy user interface to document all customer communication, give easy dashboard for viewing all customer history. Manage Notes, attachments in one easy web panel. No client install required. Thin client means no need to worry about compatibility to operating systems or other programs.
- Print Statement
- Print Aging
- Print Customer Trial Balance
- Print Customer Notes
- Email Notes to Customer
- Attach Document
- Task and Call Reminders
- Automated Statements
- Risk Analysis
The Customer Summary View provides a dashboard that includes a summary of customer balances, as well statistical data regarding customer payments.
The Customer Invoice Summary View allows collection staff to view all customer invoices and credit memos with “view all” or “view open” documents. Each invoice is listed with the invoice date, invoice amount, amount paid and last payment date (including days old). This view allows for printing customer ledger, aging, and statements.
Customer Invoice Detail View allows the collection staff to view invoice summary with invoice detail, including all payments received and credits applied. This view allows the attachment of multiple documents, and notes to each invoice. It also has the capability to email notes to the customer contact.
