Unlimited strategy workflows to assign tasks and send customer credit communications via email or mail.
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Strategy previews available to review new or changed strategies before applying to customers.
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Unlimited customizable letter templates for email or printing allow you to craft the voice and tone of your collection efforts.
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Automatically attach invoice copies and/or statements to collections correspondence.
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Create payment plans for one or more invoices with unlimited payments.
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Unlimited user fields for use in workflow and collections correspondence.
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Ability to opt out customer and/or transactions from automated collections activity.
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Reassign accounts permanently or temporarily to a new collector.
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View aging and portfolio by collector or supervisor.
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View task list and calendar by collector or supervisor.
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Assign customer credit rating based on volume of sales and payment history.
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Integrate collections efforts with document management systems to produce backup documentation for correspondence.
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Assign user defined statuses to customers and invoices.
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Automatically send custom email statements with different cycle dates by customer.
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