Trying to manage and track down unpaid invoices can take hours. CollectPRO includes special features like custom reports and status updates that decrease this time.
Boost Your Cash Flow
Losing billable time tracking down late payments, voiding long overdue invoices, and/or accounts receivable being reported in a company’s profit to be taxed– all decrease your cash flow. CollectPRO’s features address each of these issues.
Improve Your Relationships
Being professional and kind go a long way to maintain strong client relationships. CollectPRO comes with email reminders, the ability to track last contact made, and add notes to help you maintain healthy communication.
HERE’S HOW YOU CAN MANAGE UNPAID INVOICES:
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Multiple ways to view your Accounts Receivable
Interactive Dashboard with various charts
View either summary by client or in detail by individual invoices
Filter by: status, name, date, amount owed, or time overdue
Control what date period you’re viewing
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Trackable Collection Efforts
Add special notes.
Date stamp any changes.
Update status codes.
View past notes/contact history.
Choose invoices or statements to send to your client or sales staff.
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Custom Reports
Filter reports by status code, customer(s), and date range.
Summary View Report.
Detail View Report.
Audit Log Report.
Use these reports to drive your collection activity tracking such things as promises to pay or checks in the mail to keep your customers payments accountable.
INSIDE OF OUR INVOICE MANAGING APP:
Login Screen
Interactive Dashboard
Summary View
Detail Tab (pdf invoice)
Transaction Tab
Customer Tab (QBO Integration)
Reminders
Status Codes
Reports
REVIEWS OF OUR INVOICE MANAGING APP:
“CollectPro has made it easy for me to see all I need in one place. I don’t have to run an aging report into a spreadsheet weekly because CollectPRO and QuickBooks Online are in sync almost instantly after an update has been made. I’m saving time and collecting my money faster.”
A/R Manager for Tax Preparer Company
“CollectPro has significantly decreased the amount of accounts receivable our company has. Not only has it helped us get organized and manage unpaid invoice smarter, it has eliminated the hassle of miscommunications between multiple staff working accounts receivable. At any one time, someone on our team is able to check contact history and status of different invoices and update using common language so everyone stays on the same page.”
