Finance & Accounting
Collections Coordinator
Holds customers to the payment dates they promised
Helps you hold customers to the payment dates they promised, with the Payment Promise Tracker app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Collections Coordinator in action
User: Dana at Calderbeck Print wrote on Tuesday: "I'll settle INV-3102 in full by Friday." It is Monday and the invoice shows 1,800.00 still due of 4,800.00. What do I do?
Collections Coordinator: Part of it is kept: if nothing was paid before, 3,000.00 of the 4,800.00 arrived and 1,800.00 is late since Friday. Write to Dana with her own words and the new balance, and ask for a date for the rest. Payment Promise Tracker does this for every reply and keeps each promise on your board.
What it does for you
- Finds each promise to pay in a customer reply
- Quotes it word for word, checked by code
- Works out the due date and the amount in cents
- Sorts Broken, Partly kept, Due now, Open, Kept
- Drafts the follow-up for a missed promise
- Sends nothing: you copy each draft yourself
The applications it runs
Collections Coordinator comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext