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Dunning and Collections for Salesforce Billing

Create and Manage Data Driven Dunning Processes

Overview

  • Define multiple Dunning Methods and associated Dunning Activities to provide a standardized plan that collections agents can follow.

  • Track overdue invoice amounts for accounts through collections plans and give collections agents a unified view of all their assigned collections activities.

  • Leverage the included Dunning & Collections dashboard and reports to identify risks, track progress and measure the overall health of your business.

Manage your collections processes with the Dunning and Collections extension for Salesforce Billing. This package provides a way for collections agents to manage collections plans and related activities for accounts in collections. You can define dunning methods at the account level that will create collections plans and relevant tasks for collections agents when an account moves into collections. You have complete control over when the account should move into collections. The collections agents can act upon the relevant tasks once an account has moved into collections and collection plans have been created accordingly. You also have visibility into any account’s collections details as well as collection agents’ performance via the dunning dashboard and reports.

Categories

Business Needs
Payments Processing
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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