Account Collection | Windward Accounts Receivable Features

Collections on outstanding debts are never fun, but Windward can make them easier. You can print an Aged A/R report complete with customer name, phone number and a list of all the outstanding invoices. Optionally, this report can be configured to only include customers with balances older than a certain number of days, such as over 60 days or 90 days so that you don't have to manually skip over the current customers.

As you call each customers, you can enter your comments into the appointment scheduler and set a date to review their file and ensure they have paid, and if not, to call them back. By keeping track of all you customer contacts, it's easier to control when to call and to remind them of their past promises.

Often, the customer may try to wriggle out of making the payment while they try to reconcile the amount owing. All the information is cross referenced several different ways to help you easily reconcile customer accounts.

For example, you can view a customer payment and list the invoices paid and the amounts applied to each invoice. Or you could view an invoice and list all the payments made on the invoice. Or you can view the customer record and list all the invoices and or payments on file for the customer.