Cash Collection

In Cash Collection in the Workspace Client, the traffic lights displaying the Days Overdue gives the credit controller an easy overview of when to take actions and provide features that will help get the payments as fast as possible.

In the table the Credit Controller can generate cash collection events.

In the web client, the Collections workspace enables users to follow up on their cash collection activities.

Cash Control Tips

• Use the Action Email Customer Statement to mail both statement and selected invoices to the customer.
• Use the Event Analyzer to Review open Cash Collection Flows.
• Use To Dos to remind you when it is time to follow up with the customer.

Email Customer Statement

Select one or more invoices to be mailed to the customer together with the statement.