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Sage Intacct Collections streamlines the collections and dunning process, shortens the cash cycle, increases accuracy, and improves customer satisfaction. Collections Accelerate your collections cycle Key benef its Key features Bring order to collections Achieve a structured and highly predictable collection process by introducing collection case ownership and task management. Retain collection information on shared records to streamline internal and external communication, leading to improved customer satisfaction. Collect receivables fast Use automated dunning and collection le ers to avoid collection issues and stay firmly in control of an error-free AR process. Sage Intacct Collections automates processes and reduces manual efforts. Greater efficiency means your organization gets paid faster—and that means stronger cash flows. Collection notes Collection case ownership: Assign ownership of customer records and collection cases. Send "personal" reminders (from individual email addresses) or generic reminders. Process management: Task out collection steps to team members and create a standardized collection process with higher efficiency and more predictable process results. Collections information: Automatically capture collection case information and share information on customer records and invoices for improved internal and external communication. Automated dunning Automated dunning and collection le ers: Send automated emails based on invoice creation or past due date. Set up different email templates for each collection a empt. Promises to pay: Track customer promise to pay dates and set reminders to resume dunning a er promised dates lapse. Reminder rules: Set up reminder rules for different payment options, such as net 30 and due upon receipt. © 2017 Sage Intacct, Inc. All rights reserved. The Sage Intacct logo is a trademark of Sage Intacct, Inc. All other trademarks are the property of their respective owners. 10.17 Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth. Take the nex t step www.sageintacct.com 877.437.7765

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