My account
sign out
global view
collection
risk
clients
search
reports
Aging balance
Overdue trend
DSO
Items status
Disputes
Sales
Cash receipts
Cash Forecast
Payment Schedule
Risk
Payment profile
setting
Manage users account
Secure my account and user accounts
Import / Export your data
Manage search assign
Create a client
Create an item(invoice, credit note,...)
Manage clients group
Manage collection scenario
Manage item status
Manage payment profiles
Manage risk
Manage credit limits validation
helps
Quick search :
Include cleared items
Use rather the import module to create your customers and invoices
Create a client
Company / Business name * :
Address :
Payment term :
Trading name :
ZIP (or Postal) Code :
Payment mean :
Company code * :
Post Office Box :
Insurer guarantee :
Legal ID :
City :
Other guarantees :
VAT Number :
State / Province :
Credit Limit :
Business line :
Country :
Late payment penalties?
Yes
No
Collector :
Nicolas Grayson (collestor)
Mike Anderson (Collector)
Nicolas Grayson (Collector)
Paul Mayer (Administrator)
Véronique Miguet (Credit Manager)
Website :
Recovery cost?
Yes
No
Collection scenario :
scenario do relance standare
Clients publics (FR)
Clients risqués (FR)
Key accounts scenario (EN)
Modèles actions spécifiques
Risky clients (EN)
Scénario de relance standard (by default)
Standard Collection Scenario
Templates specific actions
Interactive emails?
Yes
No
Customer custom field #1:
Customer custom field #2:
+ ADD
