Collections Management

Improve cash flow, streamline your processes, and reduce bad debt with Collections Management. Professional Advantage's Collections Management for Microsoft Dynamics® GP will boost efficiency through centralizing contact and collection information and automating the collections process.
Collections Management allows you to dramatically reduce the time spent collecting from your customers.  It makes it easy to perform activities including: tracking all of your contact with your customers, automatically assigning follow-ups and setting reminder dates.
Collections Management enables you to: 
  • Send pre-defined collection letters and attached invoices at the press of a button
  • Easily see all of your customer communications, contact details and balance information with the ability to drill down to the actual invoice
  • Develop powerful, easy-to-use queries
  • Set up collection plans for your customers that can prompt when the next collection action is required



Key features


cm-track Track all of your customer interaction and any required follow-up activities

Send individual or mass emails to customers with invoices attached


Attach multiple invoices to a customer note, tracking collection activity


Other key features include:

  • Each invoice can have a status.  Easily see what is promised, disputed, or what still requires attention.
  • Create custom email templates with merge fields.
  • Use the standard letters that ship with the system.
  • Set up collection plans.  Detail a series of steps by customer as part of your collection process.
  • Use queries to target overdue customers - for example customers over 30 days who haven't yet promised to pay.
  • Send invoices from virtually any system.  Collections Management has the ability to send invoice PDF's generated from any invoicing system. 


Want to know more about what Collections Management can do for you? Contact Professional Advantage and we'll be happy to help.


Collections Management – New Release

For Collections Managements latest release we focused on automating your collections process, so you spend less time clicking and more time collecting. We want you to get on with the job of collecting cash and improving your company's cash-flow. 


New improvements in 7 key focus areas:


Improved email capabilities

  • Collections Management makes it easy to select a message template and select some or all of the customers open invoices to attach to the email.


Quick Start Wizards to set up

  • Collection Actions
  • Collections Letters
  • Collection Plans
  • Customer Queries


Advanced Reporting

  • Collections Management now comes with a new SSRS report, including cashflow forecasts and customer metrics.



  • SmartList now has Collections Management options including an option for Collections notes which uses SmartList to filter notes on key words, Collector ID's, and more without clicking through individual records in the Collections Main window.
  • Additionally, there is added Collection notes information to the standard Receivables Transactions SmartList, so if a RM document has a note attached, it can be seen along with the details.



Collection Plans

  • Choose from a list of pre-defined processes
  • Define your own collections process
  • Create different collection plans for different customer types
  • System generated reminders
  • Process steps one at a time or group similar customers and activities together


MS Word Invoices

  • One of the most popular requests, Collections Management now has the ability to attach and send Word document invoices and Receivables statements. Save on costs associated with expensive PDF Writer licenses for each user.


Send invoices from any integrated system

  • Do you generate invoices from a system other than Dynamics GP?  Collections Management can email invoices from any system that can produce a PDF.
  • This also makes invoices available outside of Dynamics GP.  You can now have an aging report with a hyperlink to the invoicing allowing your staff access to key information without having to ask accounting or to log into GP themselves.





  • 8 Tips for Collecting Your Cash



All Recorded Demos

  • Collections Reporting & Invoicing in Collections Management for Microsoft Dynamics GP
  • Collections Management Collection Plans for Microsoft Dynamics GP
  • Collections Management - Email Window
  • Collections Management - Install Sample Data
  • Collections Management -- Run Collections Plans Pt. 2
  • Collections Management -- Run Collections Plans Pt. 1

At Professional Advantage we provide our partners with more than just the right software solution. All of our partners can get the support they need to ensure continued success in using, supporting and promoting all of the benefits of Collections Management for Microsoft Dynamics® GP.  


For your support needs, our Partner support center is staffed by a team of service professionals who use the latest technology to answer your questions, research solutions, and provide accurate answers. Professional Advantage Support is available on Monday - Friday from 8:30 AM - 5 PM Central Time. Our dedicated support team is here to help you.


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Please contact your Partner for all your support needs.



To contact our support team, please email or call +1-877-897-1209 ext 3.


Note: Professional Advantage sells Collections Management through a channel of reselling partners, end-customers are encouraged to seek support from their Dynamics GP Partner.