Credit Management

Our Collections module has been designed around all of the needs of a Credit Control department.  It provides your team with automated, rule-based worklists, with a full overview of customer information and all chasing history – including a full diary function with automatic follow ups.  Your dunning letters are automatically printed or e-mailed, based on your chasing policies, and documents such as copy invoices and statements can be created and e-mailed in seconds, whilst you are on the phone talking to your customer.

Credica facilitates and streamlines a crucial part of your order to cash process.


Work Lists

Automated Chase Lists for each team member

Each member of the Credit Control team is presented with customers that need to be dealt with, either through their overdue debt, if they have breached a promise to pay or through a diarised follow up call.  The highly configurable chasing rules allow you to easily determine what debt needs to be chased, and why.

No more Aged Debt reports or Excel spreadsheets to find the areas that need your attention, Credica will provide this information to you in advance of problems arising.


Customer Overview

Everything you need in one place

All of your customer information, chasing history, file attachments and dunning letters are available in one place.

This provides you with everything you need to be able to maintain good customer relationships whilst enforcing your chasing policies and collecting your cash effectively.


Streamlined Workflow

Credica takes the pain away from Credit Control

Instantly produce and e-mail multiple copy invoices in one step.  Send account statements either via an automatic schedule, or manually on demand.  Easily manage your team’s workload and be alerted to problem areas in your ledger.

With integration to your e-mail system that will save you time as well as keeping all history of e-mails sent inside Credica – nothing is lost and everything remains visible to all Credica users.


Reporting

Easily obtain the Management Information you need

Credica provides you with an extensive collection of reporting and visibility tools.  Whether you are in a meeting with the Financial Director, or talking directly to a customer, Credica offers you the information you need to get the job done.

Reporting is delivered to your smartphone or mobile device, as well as your PC, in a variety of the most popular formats including Excel and PDF.  Obtain your reporting requirements within minutes, instead of hours. Click here for more information.