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Solutions and Services Recommended by the
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Microsoft Dynamics GP
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CAL Solutions
 
 

Professional Advantage


(701) 235-2363
4820 30th Avenue
Fargo, ND 58104
http://www.profad.com

Product: Collections ManagementGP

Industries: All/Horizontal, Finance

Product Website

Visit Collections Management website

Description

Improve cash flow, streamline your processes, and reduce bad debt with Collections Management

Pricing/Buying Information

Please Contact CAL for Pricing Information.

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

  • 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.

More Information Coming Soon

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