It’s a blockbuster!
BillQuick 2012 has a second major star waiting for you on the red carpet . . .
Collections Center!
Now you have what you need to check details and have conversations that help you get paid.
Like the Invoice Review screen, you can drill down to the invoices you want, whether you work on collections by client, project, project manager or other groups. You can drill down further to invoices as of a specific date or for a date range.
The invoice you view in the invoice list matches your preferences too. Turn on or off 35 different pieces of information about an invoice.
Another streamlining feature is you can sort the invoice list by days past due, balance or any other field.
As you talk to clients, you can review previous notes as well as add new notes about collection activities for a project invoice. During the conversation you can check payment history. If the client has a credit card, you can run the card right through BillQuick. (Of course, you have to sign up for the service.)
Finally, Collections shows averages for comparison to an invoice.
Bottom Line: It just got easier to do collections!
Collections Center is a BillQuick Enterprise feature.
Please tell me this is just tied to the invoice, and not the project or client… if so yahoo….
Yes, the collections note is linked to the invoice, which in turn is linked to the project. On the Collections Center screen you view a note associated with the invoice. On the Project Journal screen, you can see all notes.