Our distinctive attributes

Send batch emails in a single click, using customizable filters

Easily group your customer list into meaningful categories.

Assign  a series of customizable email templates directed at that customer group.

Automatically send past due notices based on number of days past due
  1. Payment reminders are  automatically triggered when an invoice hits the specified number of days past due.
  2. The system takes your credit terms into account before sending a reminder.
  3. You can choose whether the reminder contains just one specific invoice, or whether you want to list ALL open invoices.
Send advance reminders prior to upcoming due dates
Send automated customer statements at a pre-determined frequency
Make notes directly on the AR Summary page
Complete visibility of all collection activities directly from the AR Summary page
7 customizable email templates
Attach PDF invoices
Accept payment online
Customer portal to view and pay invoices
Track invoices by days past due or prior to due date
Categorize customers and filter by category
Assign customers to users
Assign companies to users
Manage multiple companies
Action notes for follow up
Complete collection notes history
Customer responses to your emails appear directly in the AR Summary page
Cash flow forecast based on promises to pay (expected payment dates)