RETRIEVER Credit & Collections features:
- On-line inquiries give up-to-the-minute information on customer's last payments (amount, date, invoices credited, etc.)
- Provides for separate credit contacts and phone numbers (or ext), as well as fax machine numbers, in addition to the main business phone numbers and sales contacts.
- Collection letters can be sent to all accounts that fall within a user defined status range on the date letters are generated (i.e. send the 60 day letter to accounts with open invoices over $15.00 between 55 and 65 days old).
- Unlimited series of collection letters (45 day letter, 60 day letter, large dollar, small dollar, etc.) used to apply increasing pressure on slow paying accounts.
- Collection letters are interfaced with the customer database and payment status.
- Easy and efficient entry/recall of unlimited collection remarks and promises to pay.
- Fast search capability allows user to find all customer information from part of the customer name, phone number, etc., while not delaying customer phone calls while a missing customer number is researched.
