Agicap

Mathieu Bracquemond

Romane Rebe

Grace Kignima

DSO analysis, late payments collection, invoice financing

Accounts receivable

Client Invoices management

Import invoices into CashCollect

Automatically assign PDF documents to already imported invoice

Add client invoices

How to reconcile a client invoice with a payment done ?

Change an invoice status to "Paid"

How dispute an invoice ?

How to monitor your invoice installments : split your invoices in several payments ?

Orane Bayard

Actions on client invoices

Linking a credit note with an invoice in CashCollect

Credit Notes

How to monitor your client credit risk ?

Manage clients

Use the client reference option to easily update your client database

Import / delete clients

Write, configure and send your follow-up emails

Send follow-ups for late payments

Do you sometimes need to sent physical letters? This article is for you.

Send physical letters for late payment collection

Follow-ups & Automations

How to automatically create your "to-do" list for follow-ups (emails/phone) ?

Your follow-up emails are sent automatically

How to set up automatic follow-up sequences ?

Automations

Create and manage your email templates

Templates (emails/letters)

You likely want to avoid sending one reminder for each invoice individually, and CashCollect offers several features to manage this.

How to send grouped late payment reminders ?

Follow-ups actions page

Use the CashCollect dashboard

Check your Aging balance, DSO, and have a better view of your outstanding invoices.

Use Analytics to manage your Accounts Receivables

How we calculate your DSO and how to analyse it

Know more about your DSO (Days Sales Outstanding)

How to have your client payment behaviors impact your forecast

How to use the CashCollect consolidation to display your group receivables KPIs ?

Analytics

Client invoices pre-accounting

Chart of accounts

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