Overview

Greentree Desktop's Debt Collection module provides a structured approach to the management of your collections process. The module consists of:

• Generate Calls - View a list of overdue Customers based on various criteria. Use this item to automatically generate Debt Collection Calls, with the additional option to pre-fill these calls with detail on the overdue amounts and Invoice numbers. This form also enables you to re-assign the person in your company who is responsible for Debt Collection from the selected Customers.
• Communication - Keeps track of all Communication to and from the Customer. Communication records can be automatically-generated from the Generate Calls form or entered.
• Follow-up - Keeps track of all tasks required to collect the outstanding amount from the Customer. Follow-ups provide the ability to set Reminders so that Debt Collection personnel are up to date with the tasks they need to perform.

Communications and Follow-ups provide a total history of the Debt Collection process.