MAKE SURE YOUR CUSTOMERS DON’T FORGET YOU

Following up on past due customer accounts is not one of the most pleasant business tasks,
but it is an important one. Every business has customers who seem to procrastinate on
sending a check until you give them a polite but firm reminder. If you’d like to make your
collection efforts more organized and easier, get A/R Collections. .

With it you can schedule follow up calls, enter collection call information, and track customer
commitments. You’ll get a better return on your time spent doing collections because you’ll
have a complete record of what’s been done and said, and you’ll also have the tools to
eliminate excuses for nonpayment.

WITH A/R COLLECTIONS, YOU CAN:

• Know who needs a collection call.
• Systematically follow up with every customer who needs attention.
• Keep track of customer promises.
• Review and record the status of each outstanding invoice during a collections call.
• Know what was said on past collection calls.
• Know when to withhold further credit to a customer.
• Know which customers have exceeded their credit limit.
• Instantly replace a lost invoice.
• Decide how frequently to follow up with each customer.
• Instantly access the details of an invoice to answer any questions

COLLECTION CALL ENTRY

• Automatic selection of customers who need a call
• Review previous calls
• Record who you talked to and what they promised
• Call date and promised date per invoice
• Zoom into the details of any invoice
• Interactively reprint an invoice

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

INTEGRATION WITH ACCOUNTS RECEIVABLE

• Access A/R inquiry for details of any invoice
• Customer balance and aging totals displays
• Easy access to all current and past customer info during a call

REPORTING FEATURES

• Customer collections report of calls to be made
• Credit hold report to identify customers with problem accounts
• Option to print a duplicate invoice from invoice history