Credit & Collections Manager - Order2Cash

Uncomplicate your life.

Credit and Collections managers have a complicated role. Uncovering unpaid debt is of critical importance to any business. Credit managers need to oversee and shape credit policies, review new customers for creditworthiness, and manage all dunning activity and collection processes to help drive value.  

Gain a single source of truth for all financial data.

As a Credit and Collections Manager, you need to have access to a wide range of data sets. You need to view audit-trail timelines in exact detail in order to manage your work effectively.

What if you had access to a single platform that contained, and combined, every piece of financial data you need into a single overview? The Order2Cash platform gives you exactly that.

Through a single interface, you can quickly view credit risk reports, invoice data, payment history, customer/debtor profiles, dispute details, and collection activity reports. Access the data you need, when you need it and ensure you can keep the communication transparent for all stakeholders at all times.

Order2Cash credit management main dashboard screenshot

Accelerate Incident Management

Proactively address issues, such as invoice errors, that prolong payment cycles and increase the risk of non-payment. Resolve problems online with your customers, for full transparency on both sides.

Solve Customer Disputes for Higher Satisfaction

Use digital processes to work proactively on exceptions and disputes. Accelerate resolution timeframes by up to 90% — setting a standard for your company and meeting SLAs with ease. Become known as the company that’s customer-friendly with integrated exception management.

Streamline cash allocation processes

Reduce the pain and strain of manual processes with our cash application module, which is integrated into your order to cash process and your Order2Cash platform. Perform 90% of matchmaking processes automatically.

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Improve Reporting Effectiveness

Use integrated reporting functionality to eliminate manual data gathering, spreadsheet assembly, and error checking. Set and forget reporting, sending electronic, accurate reports to key stakeholders on your desired schedule.

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Shape your credit policies with ease

Protecting your business against unnecessary risk is one of your key goals. Understanding exactly how, when and why a customer interacts with your organization, is key to understanding their payment, or non-payment, behavior. Using the information that the Order2Cash platform puts at your fingertips, you can quickly build effective, dynamic workflows and credit limitations based on true facts and real-time data. No more guesswork is needed. 

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The Order2Cash platform