Collection Management — Accounts Receivable & Collections Software in Smart Service Cloud
Collection Management
A $4,000 invoice at 30 days is a phone call. At 300 days it's a write-off.
The difference is rarely the customer — it's that nobody owned the follow-up. Your aging report tells you who is late. It never tells you who to call first, what they promised last time, or whether anyone followed up. Meanwhile the cash you already spent on labor and material is sitting in someone else's bank account.
Everything it takes to get paid. One screen.
See the money in one strip.
Not yet due, 1–30, 31–60, 61–90, 91–365 and over a year: every open dollar aged by true days past due, in one colored strip. Click any block and the whole screen filters to it.
One click answers “show me everything over 90 days.”
Seven queues. Know where today's work is.
Never contacted, follow-ups due, promises to pay, broken promises, disputes, sent to collections and write-off risk. Seven live queues, each one a filter, each showing its count and its dollars.
Start the morning on the queue that matters, not on a spreadsheet.
Call the right account first.
Accounts are ranked by collection priority, not alphabetically and not by size. Every dollar is weighted by its age, so a $10,000 balance at 15 days scores lower than $4,000 at 200 days.
The old money is the money you're about to lose.
Keep the whole thread on the account.
Log a call, a promise to pay, a payment plan, a dispute or an escalation in two clicks. Every touch is stamped with who did it and when.
The next person picks up exactly where the last one left off, even when your AR person is on vacation.
Send the ask without writing it.
Tick the contacts, pick a tone (friendly reminder, firm follow-up or final notice) and the message writes itself with every invoice, balance and day count filled in.
Send it, and the follow-up date sets itself.
Know who actually pays, and who just says they will.
Average days to pay, measured invoice date to cleared payment, against that customer's own terms, with the invoices behind the number one hover away.
Pair it with a credit limit and you find out before the next job is scheduled, not after.
Everything else your AR needs.
Stop chasing. Start collecting.
FAQ
Yes. Log a call, an email, a promise to pay, a payment plan, a dispute, an escalation, a hand-off to collections or a payment received in two clicks. Every touch is stamped with who did it and when, and a broken promise is flagged the day it breaks.
Yes. Tick the contacts, pick a tone (friendly reminder, firm follow-up or final notice) and the message writes itself with every invoice, balance and day count filled in. Send it, and the follow-up date sets itself.
No. Collection Management runs on the invoices already in Smart Service Cloud. There is nothing to import and no second login.
Accounts are ranked by collection priority, weighted by the age of every dollar, not alphabetically and not by size. A $10,000 balance at 15 days scores lower than $4,000 at 200 days, because the old money is the money you are about to lose.
Average days to pay is measured from invoice date to cleared payment, against that customer's own terms. Hover the number to see every invoice behind it. Pair it with a credit limit and you know who actually pays before the next job is scheduled, not after.
Collection Management is a screen inside Smart Service Cloud that turns the invoices you already have into a daily collections work list, ranked by the money most at risk. Aging, work queues, priorities, credit limits and collection history all live in one place, so your office knows exactly who to call first and what was promised last time.
Ready to go get it?
Request a demo and we'll walk you through Collection Management on a real collections work queue: the aging strip, the seven queues, promises, and the emails that write themselves.
- See every past-due dollar by age
- Know who to call first, every morning
- Collection emails that write themselves