Standard: Includes all features of the Express edition, including the following:
Actions are generated based on rules at either the account or invoice level to alert each credit user of their prioritized task list. Anytime Collect tells you who to call, what to email, and what invoices triggered the action in a single system so you can quickly view account and contact information, communication history, recent payments, and invoice detail with just a few mouse-clicks.
Reports can be produced to analyze disputes by reason code for root-cause analysis to identify internal or external issues that need to be resolved to prevent them from happening again. Further, credit representatives can manage all communications, documents, and files related to the dispute.
Anytime Collect provides a projected cash forecast based on each customer’s payment history using ranges of invoice sizes. The system analyzes all open invoices for all customers providing a statistical cash forecast from the next 7 days out to 35 days. Credit representatives may also define expected payments when customers tell them that they will send a check or make a payment for a specific amount by a specific date.
The software runs daily sending out new customer welcome emails, delivering new invoice alerts to customers, and sending reminders and past due notices automatically.
You receive emails in your inbox including projected cash receipts, a summary of customer communications, aging reports, past due accounts, customer messages from the online self-service portal, pending online payments, and bounced emails. Email alerts and reports include a spreadsheet with the information and a hyperlink that takes you directly to the information within Anytime Collect Edition so you can follow-up on actions that truly require human intervention.
You can optionally enable online bill pay for customers. Emails sent to your accounts can include a custom hyperlink that takes them directly to their online statement. Here they can download PDF copies of invoices and pay their bills online via ACH or credit card.
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