Collections
Every receivable is tracked with an owner and a due date. Late collections appear on Today and escalate to the owner.
Updated:
What is the problem?
Overdue invoices are noticed when it is already too late.
What does Orygent do?
A reminder one day before the due date, escalation to the owner when late; every step is recorded.
Steps
Record the receivable
Customer card, amount and due date.
Remind
Before the due date, if the rule is on.
Collect
Add a payment note or receipt.
Close
With an outcome sentence.
Which step needs approval?
A formal letter to the customer that commits the company needs approval.