Sage Intacct Collections
Streamline Collections and Improve Cash Flow
Collections provides many features and benefits designed to accelerate the collections process, leading to boosts in productivity, increased accuracy, and improved customer satisfaction. With Sage Intacct Collections, analysts can spend more
Collections Key Features
Sage Intacct’s Collections Solution
Collections Case Ownership
Assign ownership of customer records and collection cases to specific team members, ensuring accountability and a structured process
Automated Dunning and Collection Letters
Send automated emails based on invoice creation or past due dates, with customizable templates for different collection attempts
Task Management
Create and manage tasks related to the collection process, ensuring a standardized and efficient workflow. Create notes to
Customer Management
Create Collections Analysts and assign them to customers for case ownership. Add notes to make customer follow-up a breeze.
Collections FAQ’s
-
Yes, the Collections module allows you to have multiple sets of templates that can be assigned to different entities. Additionally, templates can be assigned by customer type.
-
Collections can utilize the Pay Now Link that comes with the Unipay solution.
-
No, the collections module has a Test Mode setting which allows users to test within their product environment. Allowing for a single deployment, easy testing, and simpler Go Live.
-
Collections has a setting that can include the invoice pdf of the invoice driving the dunning process.
-
Collections templates contain numerous tables that can be included that can show all open invoices, only invoices that are due, only the single invoice that is being dunned, or all other invoices.
Ready to start using Sage Intacct Collections?
The link below will take you to the Collections Help center which you will find videos, the setup and user guide, release notes, and more. To learn more about how to gain access of the module, please reach out to your local Sage Intacct Sales Representative.