Finance
Collections
See overdue balances and follow up before they age further.
Main capabilities
Helps you follow up on overdue balances and organize collection actions, so nothing overdue is forgotten.
- A collection case opens when an invoice becomes overdue
- Overdue balances grouped by age
- Follow-up actions and notes recorded on each case
- Escalation to a manager
- Cases close automatically once the invoice is paid
Related modules
Billing & Invoicing
AvailableInvoices raised against completed, verified work under the right contract.
Payments
AvailableRecord payments against invoices so balances stay accurate.
Command Center
AvailableOne view of the items that need attention across the operation.
Access and governance
Like every module, it runs inside your own tenant, with role-based permissions and an audit layer for sensitive changes.