A practical walkthrough
Use the collection center
Review overdue accounts, promises to pay and follow-up priorities from the information you recorded.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
Check debts and recent payments first. A follow-up suggestion depends on the completeness of those records.
Follow these steps
Open the center
Open the collection center from the app tools or dashboard shortcut.
Review the priority list
Check outstanding amounts, dates and any existing promise to pay before choosing an account.
Record the follow-up
Record an available follow-up outcome or promise to pay with its date. Confirm the account and amount.
Review before contacting
Open the account statement and confirm recent receipts before using a communication option.
A worked example
If a customer promised to pay on Thursday, record that date, then check whether a payment arrived before the next reminder.
Avoid common mistakes
- The center does not automatically collect money or verify transfers.
- A promise to pay is not a received payment; keep the records distinct.