Collections, Dunning & Promise-to-Pay

Multi-strategy dunning journeys, promise-to-pay tracking, broken-promise escalation and collector work queues

Key Features

Collections Case

Collections Case. Tracks Reference, Customer, Assigned Collector, Total Receivable, Overdue Balance. One-click start collection, register promise, log contact, open dispute, mark resolved.

Collections Effectiveness Analysis

Collections Effectiveness Analysis.

Collections Contact Attempt

Collections Contact Attempt. Tracks Case, Customer, Collector, When, Channel. One-click create promise from contact.

Collections Dispute Hold

Collections Dispute Hold. Tracks Reference, Case, Reason, Disputed Amount, Raised On. One-click investigate, resolve valid, resolve credit, reject.

Dunning Strategy

Dunning Strategy. Tracks Company, Color Index, Playbook Notes, Risk Segments, Customer Segments. One-click view levels.

Dunning Level / Step

Dunning Level / Step. Tracks Target Bucket, Trigger After (days overdue), Action, Escalation Level, Charge Dunning Fee.

Collections Payment Plan

Collections Payment Plan. Tracks Reference, Case, Total to Settle, Number of Instalments, First Instalment Date. One-click generate installments, cancel, view installments.

Promise to Pay

Promise to Pay. Tracks Reference, Collections Case, Customer, Collector, Promised Amount. One-click activate, register payment, mark kept, mark broken, cancel.