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CollectSoft© for All

A system that could provide dashboard viewing of past due account status would be a useful application for most businesses. The ability to review notes, examine documentation, and make further determinations on how to specifically pursue the amounts due is vital to a manager's ability to make an informed decision. Without this information, firms run the risk of having past due invoices accumulate with little progress or resolution. CollectSoft© is designed to help firms make informed decisions with the right information.

CollectSoft© is designed to function primarily as stand alone application. With it's easy import functionality that can be directed to import invoices from all sources of ERP or Billing Systems, CollectSoft© is a valuable asset assisting firms to manage their collection processes. The easy user interface simplifies customer communications, and provides a concise dashboard for viewing all pertinent client history.

With CollectSoft©, firms can easily manage notes and attachments in one web panel.  The CollectSoft© thin client applications means there are no concerns regarding compatibility with current operating systems or other programs.

 

Invoice View

Invoice View is a dashboard that provides the ability to view all client invoices and payments posted. This view give you the access to:

  • Print Statements

  • Print Aging

  • Print Client Trial Balance

  • Print Client Notes

  • Email Notes to Clients

  • Attach Important Documents

 

   Without this information, firms run the risk of

   having past due invoices accumulate with little

   progress or resolution. CollectSoft© is designed to

   help firms make informed decisions with the right

   information.


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