Collections Management

Collection Management made easy:

Benefitting from the seamless integration between Sage ERP Accpac and Sage CRM, Collections Manager allows you to import all unpaid invoices from Sage ERP Accpac directly into Sage CRM. Once imported Collections Manager allows you to:

  • Record notes, communications and tracking history on each debtor.
  • View all unpaid invoices in a single screen.
  • Record and track all Promises to Pay and make notes on disputed invoices.
  • Produced advanced debtors reports; Group by Aging & dashboard views.

Interactive Dashboard Views:

The collections manager component provides interactive dashboards.

  • The collections manager management dashboard provides an overview of your outstanding invoices.
  • The user can see charts of overdue invoices by aged status, and by workflow status.
  • You can see a list of the customers who owe you money and a list of all outstanding invoices.
  • You can also see a list of customers who have paid recently.

Collections Workflows:

Predefined collections workflows have been provided to allow a user to perform some simple actions such as:

  • Send Email – Send a personalised collections email to the debtor’s staff member associated with the invoice.
  • Send a reminder SMS – as an additional enhancement, you can use AccTech Advanced SMS to send the invoices details to the client in a handy SMS format.