Accounts Receivable | Financial Management
Collections
A worked queue ranked by cash at risk, with contact history attached.
What it does
Inside Collections.
Every account has a next action and a date, and both are visible to whoever asks.
01
Prioritisation by cash at risk, behaviour and segment strategy
02
Reminder sequences, escalation ladders and promise-to-pay tracking
03
Contact history, notes and attachments on the customer case
04
Handover to legal or agency with the evidence pack included
Where it sits
Part of Accounts Receivable.
Credit Management Limits, exposure and terms evaluated before the commitment. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Recurring Invoices Subscription-friendly recurring billing. Auto-IRN, auto-WhatsApp send, follow-ups if unpaid. Credit Note Management Sales returns, post-supply discounts, ITC reversal-aware credit notes with IRN. Branch / Region Aging Aging buckets sliced by branch, region, sales rep, business unit. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency. PayNow / Payment Links A PayNow QR and a card link on every invoice, each carrying the invoice reference, so the receipt allocates itself instead of arriving as an unidentified credit. Tax Invoice Generation Compliant tax invoices raised from the order, with zero-rating decided at the line and delivery over InvoiceNow or PDF.
Run Collections against your books.
A working session on your structure and a month of your documents.