Dunning and Collections for Salesforce Billing

Collections Agents can easily view their assigned tasks and take action on them.

Collections can be managed and configured at the Account level

Collections Plans give you the ability to track the Dunning & Collections process in Salesforce

Collections plans can link to Salesforce Billing Invoices for the collections process

Multiple Dunning Methods can be easily defined for different kinds of customers

Dunning Methods can define multiple Dunning Activities that a Collections Agent will be assigned

Dunning Activities provide a templated task for Collections Agents to follow

Easily view collections information with the included dashboard

See balance by collections agent and associated account

Drill in to details of collections plans by assigned agent or account