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What is EZ Collect for Acumatica?

Utilizing EZ-Collect can significantly improve your cash flow by reducing accounts receivable, shortening outstanding days, and minimizing bad debt write-offs. This cutting-edge solution leverages tasks, activities, and notes from your Acumatica system to create an automated workflow that enhances the efficiency and effectiveness of collectors. EZ-Collect manages the entire collections process with rules-based automation, enabling collectors to effortlessly process immediate payments and address requests for extended credit. The system intelligently assigns challenging invoices to the right collectors and organizes collection tasks, ensuring that no problematic accounts or individual invoices are neglected. This organized approach aids in directing and prioritizing overall collection efforts, whether managed by a single collector or a team. Additionally, when combined with EZ-Pay, EZ-Collect empowers collectors to accept credit card or e-check payments while communicating with customers on the phone, greatly simplifying the payment process. This integration not only boosts productivity but also elevates customer satisfaction by providing them with convenient payment options. Moreover, the seamless collaboration between these tools enhances overall operational efficiency, paving the way for a more streamlined financial management experience.

What is Collections Management?

Collections Management streamlines workflows customized for each client, promoting the consolidation of accounts receivable alongside their contact details. This system allows for precise targeting of clients based on their outstanding balances, overdue accounts, and other relevant metrics, while also highlighting invoices that are due for payment. In addition, it provides a mechanism for monitoring customer interactions and the follow-up actions that are required. Presently, approximately 3,200 clients are making use of Collections Management, and we often discover that these customers share similar hurdles in the debt collection process. Common challenges include clients failing to meet payment deadlines, the arduous task of chasing after overdue debts, and the overarching strain of collection management. By tackling these prevalent issues, Collections Management aims to refine your collections processes, allowing you to dedicate less time to administrative duties and more time to improving your business's cash flow. In this article, we will identify the key challenges faced by clients and illustrate how Collections Management can provide effective solutions to these problems, ultimately enhancing operational efficiency and financial health.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft Dynamics GP

Integrations Supported

Microsoft Dynamics 365
Microsoft Dynamics GP

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Nexvue

Company Location

United States

Company Website

nexvue.com/ez-collect-for-acumatica/

Company Facts

Organization Name

Professional Advantage

Date Founded

1989

Company Location

United States

Company Website

www.professionaladvantage.com/products/collections-management

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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