🆕 Introduction
In Agicap CashCollect, follow-ups have evolved with the ability to chase multiple invoices while adjusting the level of follow-up based on the age of the oldest invoice. This update addresses a growing demand from our users and adds an additional option to your collection process.
💡 Benefits of these new follow-up methods
Dynamic adjustment of follow-up level: Before this update, you either had to follow up invoice by invoice or send all invoices at regular intervals without distinguishing the follow-up level. Now, CashCollect adjusts the follow-up level (R1, R2, R3) based on the age of the oldest invoice in the batch, allowing you not to send 10 emails for 10 different invoices but still maintain a sequential aspect to indicate increasing delays.
Time-saving: No more need to manually sort invoices or create follow-up sequences for each invoice. This new feature allows you to chase multiple invoices at once while ensuring the tone used is appropriate.
Improvement in your business relationship: By avoiding sending 10 emails for 10 overdue invoices, you preserve your business relationship while signaling to your client that this group of invoices is becoming increasingly overdue.
⚙️ How to use this new feature?
Go to "Follow-ups > Follow-up Plan > Create a New Plan > Escalation" and select "By group of invoices." CashCollect will then assess the age of the latest invoice and automatically adjust the follow-up level. The process is smooth, intuitive, and designed to make your collection work even more effective.
Try out this new feature today and optimize your collection process with Agicap CashCollect!