- You are not able to follow up on collection issues in a timely manner or not following up at all.
- You are incurring increasing bad debt.
- Receivables are too high.
- You are missing deadlines and follow-ups.
- Uncertain when a new trial balance is printed, if all notes are transferred to the new report.
- You have a manual process to generate collection letters and emails for each customer.
- The activity is labor-intensive.
- Uncertain whether letters are processed manually for customers with past due accounts.
- It takes time.
- Emails are typically generated one at a time or in batches or groupings.
- Hard copies of letters are kept to track the history.
- Cost unknown.
