COLLECTIONS MANAGEMENT... COLLECTION MAIN •View ALL customers or only current Query •Printing...
Transcript of COLLECTIONS MANAGEMENT... COLLECTION MAIN •View ALL customers or only current Query •Printing...
www.calszone.com
COLLECTIONS MANAGEMENT
Amber J. Bell
Training and Implementation Specialist
www.calszone.com
FEATURES AND BENEFITS
• Assign Credit Managers as Collectors for a specific set of customers • Create Plans to manage customers whose debts you want to collect
in a similar way • Create Actions and Tasks for those actions, that can be assigned to
plans • Dynamically create Text and Word Letters to communicate with
overdue customers • Create Notes and associate them with relevent documents,
customers, actions, etc. • Dynamically create queries based on several criteria to locate
specific sets of documents • Create letters based on a specific query
www.calszone.com
COLLECTIONS OVERVIEW
• Collections Main
• Collection Plan Processing
• Collection Queries
www.calszone.com
COLLECTIONS MAIN
www.calszone.com
COLLECTION PLAN PROCESSING
www.calszone.com
BUILD QUERY
www.calszone.com
REVIEW OF RECEIVABLES AGING PROCESS
www.calszone.com
RECEIVABLES MONTH END CHECKLIST
• Sales>>Routines>>Checklist
www.calszone.com
SETTING UP COLLECTIONS MANAGEMENT
• Sales>>Setup>>Collections Management
www.calszone.com
SETTING UP COLLECTION INFO
• Sales>>Cards>>Collection Info
www.calszone.com
SETTING UP COLLECTORS/CREDIT MANAGERS
• Sales>>Setup>>Collector
www.calszone.com
COLLECTION SECURITY
• Sales>>Setup>>Collection Security
www.calszone.com
COLLECTION MAIN
• View ALL customers or only current Query
• Printing Call List
• Entering a Note
• Printing Letter for 1 customer
• Marking Invoices as “Promised to Pay”
www.calszone.com
SETTING UP ACTIONS
• Importing Sample Actions
• Creating New Actions
• Reviewing Action Types
– None
– Dispute
– Promise to Pay
– Special
www.calszone.com
SETTING UP QUERIES
• Adding Filters for Aging Periods
****REMEMBER TO AGE AR****
• Filter by Amount Due
• Filter by Salesperson
• Filter by Credit Manager
www.calszone.com
QUERY LETTERS
• Use to Send Letters to groups of customers
• Use to Email Groups of Customers
• Include Reprints of Invoices
• Include Statements
www.calszone.com
ASSIGNING CREDIT MANAGER
• Can be done on the Collection Info card. • Assign based on Current Query
(Sales>>Cards>>Transfer Credit Manager)
www.calszone.com
SETTING UP COLLECTION LETTERS
• Importing Sample Letters
• Editing Sample Letters
• Creating New Letters
• Assigning Actions to Letters
• Assigning Letters to Actions
www.calszone.com
SETTING UP ACTION PLANS
• Importing Sample Action Plans • Editing Existing Action Plans • Creating New Action Plans
www.calszone.com
COLLECTION TASK LIST
• Sales>>Transactions>>Collection Tasks
www.calszone.com
USING NAVIGATION LISTS
• Sales>>Navigation Pane>>Customers
www.calszone.com
SMARTLIST FOR COLLECTION NOTES
• Use SmartList to see all notes entered in Collections, you can filter by customer, status, Action Type, etc.
www.calszone.com
NEXT STEPS…
• Request a quote for Software and Services
• Fill out your Evaluation Card!!