Get Paid Faster with A/R Invoice Collections
Monitor your accounts receivable and collections activities with key performance indicators to help you understand who has your money and what's being done to collect it. See your top past due accounts, review projected cash forecasts based on historical customer payment history from QuickBooks, and watch your days sales outstanding and average days late decrease as your customers start paying you on time.
Seamless integration with QuickBooks with advanced accounts receivable collections features. The setup wizard configures your preferences so you can start managing your accounts receivable in minutes. Use prioritized action lists to know what to do. Setup automated email reminders for customers. Log phone calls and send emails and reports to customers. Access your dashboards to gain valuable insights into what you’ve done and how you’re doing. Get paid faster with less effort!
Anytime Collect helps you understand what you need to do and when. A prioritized list of activities is automatically created and prioritized so you know who to call first with all of the information you need about the customer account, contact details for multiple contacts at each account, open invoice details, recent payments, account notes, and instant access to review communication history.
All customer communication is logged in Anytime Collect so you can quickly see a history of phone and email communication. You may also make account notes for each customer and view customer information from a convenient pull-down tab at the top of the screen so you always have the most current information at hand.
Log phone calls and send emails to customers with past due notices, collection dunning letters, statements, and open invoice reports. Schedule follow-up activities and move on with the next item on your to-do list. Access the Customer Info tab before, during, or after each call to view credit information, transactions, contacts, and more.
View all of your customers in one place with a summarized view of past due accounts. Email past due notices, statements, collection letters, or open invoice reports.
Anytime Collect seamlessly connects to your QuickBooks Online or Desktop account to ensure all customer information, invoices, and other critical accounts receivable data is always up-to-date.
Free Trial / No CC $60/month
|Anytime Collect QB Edition (QBO Only)||$60/month||1||Seamlessly connects to your QuickBooks Online account for a single user with streamlined setup and preconfigured templates. Start collecting on your accounts receivable in minutes!|
|Anytime Collect Standard Edition (QBO or QBD)||$150/month/user||20||Anytime Collect Standard Edition works with both QB Online and QB Desktop for up to 20 users plus dispute management, customized actions, customer online bill pay (CC or ACH), data export to Excel, invoice PDFs, inbound email retrieval, and more!|
Product and technical support is accessible from the built-in customer support center with access to tutorials, a product knowledgebase, and a user community forum. Customers can chat with support agents and log support requests online.