Past Due Visibility
When a technician views a location with past due payments on its account, a notice appears and contains the total amount due, how long it's been overdue, and who is responsible for collecting payment:
Collect Field Payments & Resend Statements
When a technician is set as the collector, they have the ability to collect payments by card, check, or cash in the field, and can send statements directly to the customer:
Collections Manager
The Collections page allows administrators to view and manage debt and open invoices in one place:
The Collections Manager can distribute past due invoices and track payment progress:
Filter invoices by age, status, collector, and more, and write off past due invoices in batches:
