Before you start
Available actions depend on role, record status, company configuration, and subscription. Work in the correct company and review every validation message before continuing.
Recommended operating sequence
- Open the prioritized collector queue and review overdue exposure, aging, statements, and recent activity.
- Log calls, messages, promise dates, outcomes, or a required collection visit.
- Request sales assistance when the relationship owner should intervene.
- For pickups or bank transfers, capture the claim and required proof for review.
- Post the confirmed receipt only in Customer Invoices & Collections and allocate it to invoices or advances.
- Review remaining overdue balance, broken promises, collector performance, and governance reports.
Modules
Live
Collector Workbench
Prioritize overdue portfolios and coordinate contacts, promises, visits, pickup claims, bank transfers, and sales assistance.
Open guide → LiveSales Collections Assist
Coordinate sales-team support for assigned overdue accounts without mixing follow-up with finance posting.
Open guide → LiveCustomer Invoices & Collections
Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.
Open guide → LiveCollections Intelligence
Measure receivables and collection performance while supporting protocol and governance review.
Open guide →Verify after completion
- Confirm the final record status and generated document.
- Review the downstream module instead of assuming the handoff succeeded.
- For finance activity, verify source, treasury, and ledger context as authorized.
- Use the official correction or reversal path when an error is found.