Accounts Receivable Customer Collection Hub
Based on customer feedback, Anterra has developed a Customer Hub for AR Collections.
To access the customer hub, add the Customer Hub column to any view in the AR Invoice grid in Finance, Construction, or Service Management.
View Open Invoices
Customer Hub opens and shows all open invoices for your customer.
The Customer Hub lets your AR Collectors create or update AR Action items for multiple invoices at a time.
You also see:
- The aged accounts receivable balance
- The customer average days to pay by invoice type. This helps you see if invoices are behind the customers normal payment time and may help identify customers that need to be put on C.O.D.
- The AR Collection Item Notes and Invoice Details when 1 invoice is selected
Customer Contacts
You can set up Customer Contacts in Anterra. Many of our clients do not set up customer contacts in their AR Modules. We are interviewing clients now to determine product requirements to sync AR Contacts for our clients that do set up customer billing contacts in their AR module.
Customer Contacts can be set up with the following fields:
We now integrate customer AR invoice PDFs into the customer hub to let Collectors:
- See the actual invoice that was sent to a customer
- Email multiple invoices to a customer in one email
An Example template sent from the system:
You can use the insert field dropdown to help you create templates you can save for anyone to use.
An email received from the created template:
We are researching the different ways our clients store their AR invoices. We need to associate images with individual invoices. Please email support@anterratech.com if you store images of your AR invoices and would like to be included in the research.
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