Increase your cash flow and reduce collection times by automating your collection activities with this powerful Collections Management add-on for Acumatica. Natively built, this tool helps you to easily create collection activities and manage overdue invoices. Track phone calls, email, notes, and tasks, and then associate those with your open receivables and follow-up activities. View and manage your collection activities in one screen in Acumatica.
Additionally, create multiple collection plans. Design your own email templates using the native email functionality and based on customer plan steps. Associate these plans to specific customers and different employees. You can also define email receipts for templates and branches. The best, time-saving feature is you can set the collection plans to automatically close activities tied to paid invoices!
This add-on pays for itself quickly. You too can free up time so your team can focus more on unpaid documents and reduce your days-to-pay number. With all the easy and comprehensive built-in views, you can analyze customers, open vs. closed activities, days past due, slow paying customers and more.
Crestwood Associates is a Gold Certified Acumatica partner and two-time Acumatica Partner of the Year with 25 years of proven ERP implementation success. With decades of experience serving our clients, our certified team of in-house Acumatica MVP Developers specialize in filling the gaps of the out-of-the-box solution, bringing you simple, yet powerful, add-on products for Acumatica.
We provide innovative technology solutions to accelerate operational efficiencies for mid-market organizations. Best known for delivering unparalleled value to our clients, Crestwood is headquartered in Florida and serves hundreds of clients nationwide.
Whether you are looking for an add-on solution we offer today or you're interested in a customized solution to best fit your unique business needs, our team is happy to assist and make recommendations to fit your requirements.