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On the customer sheet
On the interactive collection page
It's possible to filter the actions, reports, do searches... by « Collector »
In the case of automatic actions, if there is no Collector assigned to the customer account, a red banner appears in the collection ...
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Personalize your collections actions with photos and signatures in your documents → photos, images, handwritten signatures, ..., increase the credibility of your reminders.
Create templates for specific actions! → save time by creating templates for e-mails, letters or SMS messages in order ...
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Adapt your collection strategy depending on the "risk" assessment of your clients (score, financial information, ...), for example by creating a specific scenario for risky clients
Use the payment behavior informations (payer profile, overdue causes, ...) to identify the financial ...
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Do you want to send a dunning SMS to your customers?
To do this, add a SMS action to your collection scenario:
Then go to My account and activate your gateway to sent SMS with our partner Esendex (25 free SMS):
Use SMS to communicate with salespeople. Their ...
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Do you want to use as an indicator the overdue % of more than 30 days, 60 days or 90 days?
The overdue % represents the part of the outstanding receivables that are overdue. By default it is displayed on the total of the account receivable
Go to the Aging Balance report ...
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Creation of a multi-criteria advanced search → It's now possible to perform searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector, payment profile, ...) with muliples controls : « equal » « different of » « ...
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the payment profile is instantly displayed next to the customer's name:
find this information in customer sheets, reports and collection agenda:
create your payment profile types yourself in the Settings based on the average payment delay (calculated by the software)
use ...
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Items Status → it's now possible to set the default number of days after which the follow-up action will be triggered in Settings / Manage item status :
During the items qualification and the specific action creation, the proposed date can of course be changed.
A connector ...
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Since few days, it's possible to integrate your Ellisphere data (Score and Recommended Credit) to your customers files using our new connector.
This new feature allows you to daily follow-up your account receivable against Ellisphere recommendations, and thus facilitates your credit risk ...
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OK → the comment is amended on all invoices originally concerned
Cancel → only the comment of the selected item is modified ...
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