Client Activities

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 view full picture of customer account including credit score, industry risks based on current economic conditions, 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 standalone 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 application 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:

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.