Unlock Smarter, Faster Collections
Advanced Collections
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 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.
Pricing
Easy Setup. Instant Impact.
Getting started is simple. Our onboarding specialists will guide you through every step—from configuration to launch—so you can start accepting payments with confidence.
One-Time Setup Fee
Get started with a simple, upfront implementation cost that includes hands-on training.
Affordable Monthly Rate
Enjoy a consistent, budget-friendly subscription with no surprises. Includes product support from our U.S. based team.
No Hidden Charges
What you see is what you pay—no unexpected fees or extra costs.
Frequently Asked Questions
Can I automate follow-ups for overdue invoices? And can those be customized based on type of customer?
The system allows you to create automated collection plans that send emails, reminders, and payment links based on invoice aging and customer behavior. These plans can vary by customer type.
What types of customer interactions are tracked within Advanced Collections?
Advanced Collections tracks all calls, emails, notes, and promises to pay for each customer.
How can I collect payments on past-due invoices?
Automated reminders are sent via email for all past-due invoices and include a Click to Pay link that will bring the user directly to a customized webpage for immediate payment. Your customers can also pay directly through the Customer Portal if you have iPayments Advanced.
What is the difference between collections out of the box with Business Central and iPayments Advanced Collections?
| Business Central Out of the Box | iPayments Advanced Collections | |
|---|---|---|
| Reminders and communication | Basic reminder functionality. Requires manual setup and lacks automation for follow ups | Automated collection plans, scheduled reminders, and follow up emails – all with no manual effort |
| Payment experience | Basic invoice emailing, no payment links | Includes Click-to-Pay which is automatically embedded in emails. Payments automatically update the customer leger and close invoices in Business Central. Customer Portal also accepts payments via ACH or credit card. |
| Customer interaction tracking | No built in tools | View and track all customer interactions, calls, notes, and promise to pay |
| Sending invoices | Send individual invoice reminders | Send batches of all outstanding invoices in one email with personalized messaging and branding |
Does Advanced Collections support multi-user access and permissions?
You can assign user-specific permissions to control who can view, edit, or send collection communications.