Improve Efficiency with Collections Management

Automate with workflows
Automate with customer specific workflows
Centralize customer A/R and contact details
Target customers
Target customers based on balance, aging, and more
Highlight invoices
Highlight invoices as promised for payment
Track customer interactions
Track customer interactions and required follow-ups

Collections Plans

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.

 

Features & Benefits

Collections Managements is focused on automating your collections process, so you spend less time clicking and more time collecting cash to improve your company's cash-flow. Here’s how…

AUTOMATE

TARGET

Automate

  

 

Collection Plans allow users to tailor and automate the collection process by customer

 

 

Powerful Collection Queries allow users to target specific customers

Emails

 

 

Plans suggest what emails to send and calls
to make when logging into Dynamics GP

Target customers with overdue payment

 

Target all customers who are overdue and haven’t promised to pay, then switch your focus to customers with broken payment promises

All in one screen

 

Users have the ability to email letters, statements, and invoices from a single screen

Use advanced sql queries to find customers

 

Use Advanced Collection Queries running SQL script to find customers with complex requirements

Attach invoices

 

Defined email templates allow easy selection of the invoices to attach as PDF or Word documents

ROI IN NEXT TO NO TIME

Wouldn’t you love a solution that could help you reduce your accounts receivable 30% in just 30 days?
Track the efficiency of your collections with Days Sales Outstanding (DSO).
Realize ROI and have Collections Management catapult your DSO to all-time lows.
Picture this...

Collections Management

by Professional Advantage

+ Nodus® PayLink

Considering Collections Management?

Contact Professional Advantage

General Enquiries
Call us today 1 (877) 897-1209
Customer Support
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Partners & Customers


 

Customer support
Customers

Please contact your Partner for all your support needs

Partner support
Partners

To contact our support team, please email support or call 1 (844) 407-9305

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

Collections Management Blogs

Let’s face it, when it comes to the activities...
Your Collections team uses the Collection Plan...