Reminder Management
ITIS Reminder Management
To keep your cash flow running and manage customer payments, the ITIS easy dunning process is at your disposal.
You can configure different reminder levels and define corresponding actions.
Due Payments
Define dunning levels, send payment reminders and dunning notices.
Send Notifications and Letters
Notify based on the level of payment tracking.
Generate letters for overdue payments based on the level.
Reconciliation Bookings
Display all entries of outstanding payments.
Manual Follow-up
Manually download/print letters based on the level.
Manually send notifications and letters according to the level.
Payment Monitoring
Assign responsible person as a contact.
Automatically set follow-up stages based on the duration.
Generate Report
Print and download the payment tracking report.
The content of the report should vary according to the level.
Follow-up Analysis
Analysis report for the follow-up level
How to create bar, line, and pie charts for tracking
Configure for Multi-Stage Payment Tracking
Create your custom tracking phases and specify which actions should be taken in these phases.
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