Features and benefits of using this extension:
Collect 365 centralises your debtors position, helping you drive your collection tasks in an effective and visible way. You can:
See overall and individual customer debt positions at a glance.
Record and track the collection activities to date. Generate bulk reminder emails and letters linked to tasks.
Embed offending transaction details in your communications.
Create and schedule collection tasks for specific transactions.
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Increase your profitability, reduce the risk of bad debts, and release cash to working capital by collecting your customer debts quicker with Collect 365.
Our dedicated team of developers and consultants have created Collect 365 for Microsoft Dynamics 365 Business Central. This essential add-on streamlines and automates your debt collection processes in a professional and auditable way.
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Collections Hub (Cockpit):
The Collections Hub is the starting point or command centre for Collect 365. This window allows for you to review your customer’s contact information, financial information, and your interactions with that customer. Your users can create notes, follow-up tasks, and issue reminders about customer invoices, to help expedite your collections process.
Creating a Collection User Tasks:
Creating Collections Tasks allows users to set reminders or follow-up action items for specific customers and their invoices. Set your task items up in advance by entering a contact date, contact time, and action item for follow-up.
Collection Users Task:
The Collection Users Tasks is your “To Do” list for the day. We’ve organised this window to help ensure prompt collections, based on the date and time you set for each task item in the “Creating a Collection User Tasks” window. All outstanding action items for a particular customer can be viewed in this window.
Collection Ageing:
Users can view the current ageing information for a customer in the Ageing column on the Collections Hub. These ageing buckets are time periods in which you can review your customer debit items.