The Credit and Collection Manager is a complete Credit Management system fully integrated with the Omar accounts receivable module. Some of the many features are:
- Bill to Customer Memo Pad to record notations, conversations , and ticklers.
- Collection Events trigger alers, collection letter printing, reprint past due invoices, and credit holds based on the number of days an invoice falls past due.
- Daily List of whom the collector should contact
- Collection Letters on demand or automatically for a single invoice or range of past due invoices.
- Customizable Letter Templates allow you to create letters with the message you wish to convey. Substitutable fields insert customers name, address, fax number, and invoice elements.
- Payment Trends in average days to pay and highest A/R blance are captured in 24 monthly buckets so that you may view these metrics over time.
- Credit Reference Documents
- Invoice Reprint Options can be printed automatically or on demand, suppressing commission and discount fields.
- Credit Hold Controls
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