Agicap

➡️ Reduce payment delays with the card payment link in the Client Portal

CashCollect

Import and track credit notes easily to keep your outstanding amounts accurate and stay on top of customer balances.

How to manage credit notes in Cash Collect?

In Accounts receivable, you can reconcile your client invoices with bank transactions to ensure your financial data is up-to-date.

How to Reconcile Your Client Invoices with Bank Transactions in Accounts receivable?

Client Invoices management

Importing invoices using a spreadsheet allows you to easily manage your accounts receivable in Cash Collect.

How to Import Invoices Using a Spreadsheet in Accounts receivable ?

Importing invoices via email allows you to effortlessly add invoices to Agicap by simply sending them from your email account.

How to Import Invoices via Email in Accounts receivable?

Agicap's OCR feature in Accounts receivable streamlines your invoice management by automatically extracting key data from your PDF invoices.

How to automate invoice data entry with OCR in Accounts receivable?

Importing invoices from PDF documents or images allows you to quickly add invoices to your Agicap Cash Collect dashboard.

How to Import Invoices from PDF documents  and image in Agicap Account receivable?

Easily link your PDF documents to existing invoices to streamline your invoice management process.

How to Assign PDFs to Invoices in Accounts receivable?

Add client invoices

Control your invoice status and related documents effortlessly with various actions.

How do I manage invoice actions easily?

Actions on client invoices

With Accounts receivable's page options and filters, you can customize your view to focus on the information that matters most to you.

How to Use Page Options and Filters in Accounts receivable 🔍

Efficient invoice reconciliation keeps your cash flow accurate and up-to-date

How to Reconcile Your Invoices Manually or with Suggested Transactions

Reconciliation (CC)

➡️ How to monitor your client credit risk ?

Manage clients

Connect your own mailbox to send follow-up emails from your email address and see them in your “Sent” folder.

How to connect your email in Accounts Receivable?

Follow-ups

Use Escalations to automatically trigger different follow-ups, like emails or calls, based on how late your invoices are.

How to adapt your follow-ups as invoices become overdue with Escalations?

2️⃣ Follow-up Plans

Learn how to configure user rights in Accounts receivable to prevent fraud, protect your company's image, and control costs.

How to Secure Accounts receivable with User Rights Management?

User rights

Agicap's Analytics page provides key figures and graphs to help you monitor your invoices and improve your cash collection process.

How to Use the Analytics Page to Track Your Invoices?

Analytics

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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