Unlock Smarter, Faster Collections
Advanced Collections Management
Automate follow-ups, track customer interactions, and reduce overdue balances—right from Dynamics 365 Business Central.
Take Control of Collections and Accelerate Cash Flow
Streamline overdue payments, reduce DSO, and boost your bottom line—all within Dynamics 365 Business Central. iSolutions Advanced Collections Management automates reminders, tracks customer interactions, and empowers your team to collect faster and smarter.
Get Paid On Time, Every Time
Eliminate Manual Collections Processes
As your company continues to grow, manual processes quickly become unsustainable. Automate reminders, notifications, and customize collections plans.
Customized Payment Terms that Fit Your Business
Offer tailored payment schedules that align with your terms for each customer type.
Proactive Collections to Drive Cash Flow
Stay ahead of overdue invoices with automations and prioritized follow ups.
Real-Time Visibility into Collections
Easily group and understand all past due invoices by timeframe, customer, or other defined parameter.
Use Collections Intelligence to Predict Behavior
Gain full visibility into customer payment behavior, aging balances, and collections so you can make better decisions about their account.
Build Trust with Personalized Outreach
Send branded, customized payment reminders with personal information about each account.
Features and Functionality
Advanced Collections is included in iPayments Basic.
Collection Reminders
Send customers automated reminders for past due invoices with click to pay. Option to include attachments and select variety of templates including collector and delinquent alerts.
Automated Email
Automatically email invoices upon posting, when a credit memo is posted, and include note no. series.
Configurable AR Aging Buckets
Age by due date, posting date, or document date.
Automated Actions
Promise to pay marked complete when invoice is paid, note records added when emails are sent from collections management, email template used when escalating record to alternate collector, and more.
Automated Collections Plans
Automated plan sequence for balance due, delinquency notices, or collections which halts automatically upon payment received.
Assign/Transfer Collectors
Streamline the management of overdue payments by enabling seamless delegation and reassignment of collection tasks.