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Softrax Integrated Products

CollectSoft

CollectSoft for Softrax is an extensive collection tool for Softrax users. CollectSoft will allow the collection staff to preview customer balances; view average days to pay; average days outstanding; high balance and current balance. The collection staff can manage their communications with customers through direct email functionality, enabling them to send confirmation notes to clients. CollectSoft also has the ability to attach multiple documents to invoices, and allow the staff to view all and open invoices.

The Customer Summary View provides a dashboard that includes a summary of customer balances, as well statistical data regarding customer payments.

The Customer Invoice Summary View allows collection staff to view all customer invoices and credit memos with "view all" or "view open" documents. Each invoice is listed with the invoice date, invoice amount, amount paid and last payment date (including days old). This view allows for printing customer ledger, aging, and statements.

Customer Invoice Detail View allows the collection staff to view invoice summary with invoice detail, including all payments received and credits applied. This view allows the attachment of multiple documents, and notes to each invoice. It also has the capability to email notes to the customer contact.

DefMemo

DefMemo allows users to post notes regarding upcoming revenue recognition based on install or go live processes. It allows for the update of revenue schedules that were created with pervious dates to be populated with new dates. This action will allow the user to update revenue recognition dates for all products within an order.