Nearly every company has to worry about how well money is coming in. The traditional Receivable Aging report provides a way to see the money that should be coming in and what isn't coming in as quickly as you think it should come in.
Xebra Collections provides features to expand upon the traditional Receivable Aging report. The objective of Xebra Collections is to make it easier for you to:
| • | Identify your customers that warrant extra attention because they pay slowly or sporadically. |
| • | Access all the details required for you to decide what action to take in the event that you identify a customer that needs extra attention. |
| • | Send your customers supporting documents such as statements, copies of invoices, and transaction history reports. |
| • | Maintain a log of your collections efforts so you will have a history of what you have done in the past. The history should make it easier to identify what has worked in the past and what action would be appropriate to take in the present and future. |
Without Xebra Collections, you might print out copies of your Receivable Aging reports. You might write notes on these reports or you might have separate pieces of paper with notes that get stored in a file cabinet to keep your history. With Xebra Collections, everything that you need to document your collections efforts can be stored right in your Xebra database so you will always be able to find the information that you need without going to paper files.
Opening the Collections Window
The Customer Collections Window