Collections and cash-flow agent
Chases overdue invoices politely, persistently and on time.
- Books
- CRM
- Checkout
- Analytics
Cash comes in sooner without anyone spending their day on reminder calls, and you can see next month's cash before it happens.
- 1Overdue list pulls every overdue invoice from Zoho Books daily.
- 2Prioritise ranks by amount, age and how the customer usually pays.
- 3Personal reminder sends the right message by email or WhatsApp, with a pay link.
- 4Log promises records promised dates and follows up when they slip.
- 5Finance review disputes and escalations go to your finance team.
- 6Cash forecast updates the 13-week cash forecast from real promises.
Zoho apps
- Books
- CRM
- Checkout
- Analytics