Automatic Efficiency
Maximize efficiency and gain greater control
over your entire collections process. Instead of
running a schedule and working from a paper
copy, your accounts receivable associates can
conveniently view a list of past due customer
balances from their computer screen. Lists are
updated daily and are sorted by the amount due,
helping ensure that customers who owe the
most money are contacted first. The employee's
screen will also display the last date of contact
and the number of days past due. Future follow-up
dates can be entered, and additional notes
can be added to the screen. Establish your
own timeframe status in which customers are
contacted, such as past due, delinquent, or the
standard 30, 60, 90 day overdue settings.
Track Results
With your process in place, contacting
customers is easy; employees can drill into each
customer record to have specific data about
their accounts, including:
- Customer's phone number
- A/R breakdown
- Schedule data
- Notes
Employees can enter ntoes with call results and future dates to follow-up. Regardless of who makes a follow-up call, the customer's complete history is available.
Dealership Management Solutions
