Credit Manager

CREDIT & COLLECTIONS MODULE

Winning the bid, manufacturing the product, and delivering the product to the customer summarize the operations cycle of the construction materials industry. However, the act of collecting payment for your products and services can often be the most difficult, yet critical, step in the business cycle.

Manage all Invoicing and Payment Activities, Maintain Notes,
Schedule Collections

Integra Credit Manager is the ideal tool to maximize the efficiency of your credit and collections efforts and ensure that you get paid for the products that you sell. It is fully integrated with the Integra Office and Integra Sales Manager modules to provide a comprehensive credit management process, utilizing data captured from the moment that a sales quotation is compiled. Credit representatives can be assigned to monitor specific jobs and/or assigned accounts, and can quickly view and manage all of the invoicing and payment activity relative to their assignments; as well as to maintain detailed notes and schedule collection activities.

Instantly Locate and View Invoices, Payments and Credit/Debit Memos

Integra Credit Manager is designed for maximum user defined flexibility and control. Users can instantly create (and store for subsequent re-use) an unlimited number of sort and retrieval parameters to provide comprehensive views of all credit and collections related information. This includes the ability to instantly locate and view invoices, as well as payment or credit/debit memo transactions, in a real-time manner by dragging and dropping the pertinent data fields in the desired order.

Increased Efficiency through Internal Communications Alerts and Updates

Integra Credit Manager can also create internal notification procedures that will send email notifications to designated sales, operations and credit personnel when new customer accounts are created. Credit personnel can also create follow-up procedures and time frames which will automatically alert designated personnel to review the status on promised payments or other credit related activities. The internal processes of Integra Credit Manager will automatically close alert messages when the actual activity recorded within the Integra system meets the company’s pre-defined settings.

Create more Accurate, Detailed Reports…Faster and Easier

A fully integrated report writing system allows Integra Credit Manager users to define and automatically create dunning or notification letters. These letters can be automatically created for groups of customers based upon user defined parameters utilizing all of the contact and address information stored within Integra Credit Manager and any specific data base fields selected.

Getting paid according to terms is certainly better managed and controlled with the powerful tools provided by Integra Credit Manager. Contact your local Systech representative for an on-line demonstration of this and all, fully integrated, Integra products at your convenience at websales@systech-inc.com or 1.630.515.0200.