Collect 365 for Microsoft Dynamics

Enhancement for Microsoft Dynamics 365 Business Central

 

Are you spending too much time collecting your outstanding debts? How much cash are your overdue receivables draining from working capital?

Are customers taking unfair advantage of your credit terms?

Collect 365 for Microsoft Dynamics 365 Business Central streamlines and automates your debt collection processes in a professional and auditable way.


Features and benefits of using this extension:

Collect 365 centralizes 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.

Increase your profitability, reduce the risk of bad debts and release cash to working capital by collecting your customer debts quicker with Collect 365.

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Collections Hub:

The Collections Hub is the starting point or command center for Collect 365. This window allows for you to review your customer’s contact information, financial information and your interactions with that customer. You can create notes, follow-up tasks and issue reminders about customer invoices, to help expedite your collections process.

Collect 365 Screenshot

Collect 365 Screenshot

Creating Collection Tasks:

Creating Collections Tasks allows you 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.

Collect 365 Screenshot - Creating Collection Tasks

Collect 365 Screenshot - Creating Collection Tasks

Collect 365 Screenshot - Collection Task

Collect 365 Screenshot - Collection Task

Collection Task:

The Collection Task is your “To Do” list for the day. We’ve organized this window to help ensure prompt collections, based on the date and time you set for each task item in the “Creating Collection Tasks” window. All outstanding action items for a particular customer can be viewed in this window.

Collect 365 - Collection Ageing

Collect 365 - Collection Ageing

Collection Ageing:

You 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.

Collect 365 Support

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Upcoming Events

Webinar 05 Dec 2020 1:00 PM

Company Data Archive (CDA) provides an easy way to move historical information from your live company to an archive company.

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Digital Event 12 Jan 2021 2:00 PM

Watch our StaffingTec365 September Presentation: 1Staff Presents the Future of Digital Marketing and Sales Automation during StaffingTec365.

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Webinar 28 Feb 2021 2:00 PM

OnDemand Webinar: Watch the recording of the Collections Management webinar here.

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