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Collection Call Automation

Utilize Event Manager to create workflows for the collector of the account once an invoice is past due by a set number of days.

Once an invoice for a given account is significantly past due, the system can move all of the collection call workflows to a supervisor’s queue.

To process multiple collection calls for the same account, a custom button has been added to allow the user to select multiple invoices. The system will process each workflow and copy all follow-up dates and notes for each invoice.

Once the customer no longer has any invoices that are significantly past due, all of the open collection calls for this customer will be moved back into the Collector’s queue.

Orlando Office

Orlando Office:
1255 Winter Garden Vineland Road
Suite #150
Winter Garden, FL 34787
407-735-6245

info@mayererp.com

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