Collections Management

Collections Management is an add-on, created by Professional Advantage, that centralises contact and collection information and automates the collections process within Microsoft Dynamics GP.

Collections Management enables users to improve cash flow, streamline processes, and reduce bad debt, dramatically reducing the time spent collecting from your customers. It allows for organisations to easily perform activities such as tracking contact with a customer; automatically assigning follow-ups; and setting reminder dates.

Collections Management Features

See all customer communications, contact details, and balance information, with the ability to drill down to the actual invoice.

See all customer communications, contact details, and balance information, with the ability to drill down to the actual invoice.


Develop powerful, easy-to-use queries, and use these to target overdue customers, for example, customers overdue by 30 days.

Develop powerful, easy-to-use queries, and use these to target overdue customers, for example, customers overdue by 30 days.


Set up collection plans for customers that can prompt when the next collection action is required, with quick start wizards to set up collection actions and collections letters.

Set up collection plans for customers that can prompt when the next collection action is required, with quick start wizards to set up collection actions and collections letters.

Create customer email templates with merge fields; send individual or mass emails to customers with invoices attached; and select some or all of a customer’s open invoices to attach.

Create customer email templates with merge fields; send individual or mass emails to customers with invoices attached; and select some or all of a customer’s open invoices to attach.

Attach multiple invoices to a customer note, tracking collection activity, with each invoice having a status to easily identify those promised, disputed, or still requiring attention.

Attach multiple invoices to a customer note, tracking collection activity, with each invoice having a status to easily identify those promised, disputed, or still requiring attention.

Advanced reporting with cashboard (a new take on the dashboard), cashflow forecasts, and customer metrics.

Advanced reporting with cashboard (a new take on the dashboard), cashflow forecasts, and customer metrics.

Send invoices from any integrated system, making invoices available outside of Dynamics GP. Produce an aging report with a hyperlink to the invoicing, allowing staff to access key information without accounting personnel or logging into Dynamics GP.

Send invoices from any integrated system, making invoices available outside of Dynamics GP. Produce an aging report with a hyperlink to the invoicing, allowing staff to access key information without accounting personnel or logging into Dynamics GP.

Considering a Collections Management solution?

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Support

All of our­ Microsoft Dynamics GP and Collections Management clients can expect a high level of support services with our SupportPlus program.

No other partner in Australia has delivered as many implementations of Microsoft Dynamics GP as Professional Advantage, and we boast a strong team of consultants, trainers, developers, technical specialists, and support staff.

Our team are able to connect to your system, see what you are seeing and doing, diagnose, resolve, and instruct you on the problem. This is secure and works with existing firewall technology, password protection, and encryption to keep your sensitive data safe. 


Resources

Improve Efficiency with Collections Management

The more efficient your collections system, the greater your profit margin. Collections Management for Microsoft Dynamics® GP has the processing power to improve cash flow, diminish collection time and reduce bad debt.

Improve Efficiency with Collections Management
Reporting & Invoicing

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Reporting & Invoicing

Email Window

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Email Window

Collection Plans

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Collection Plans