Product: Collections ManagementGP

Product Website

Description

Pricing/Buying Information

Professional Advantage’s Collections Management for Microsoft Dynamics GP will boost efficiency through centralizing contact and collection information and automating the collections process.

• 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.

• Collections Management Brochure

Links

• Collections Reporting & Invoicing Demo
• Collection Management Collection Plans Demo
• Collections Management Email Window Demo

More Information Coming Soon