Limits
The record holds the receivable, the reminder, the promise to pay, the dispute, and the receipt. A new sale stays outside it.
Collection Management
Organize receivables, reminders, promises to pay, disputes, receipts, and escalations around each customer and payment plan.
Why the receivable matters
A receivable stays on one record with its customer and its payment plan. Reminders and promises to pay stay there, and a dispute, a receipt, or an escalation stays with that receivable.
Connected view
Keep the receivable, the customer, and the payment plan on one record.
Right context
Show the reminder and the promise to pay before the next collection step.
Workflow data
Read the dispute and the receipt already recorded to see what the receivable still needs.
Shared pipelines
Hand an unresolved receivable into escalation with the promise and the receipt still attached.
Escalation
Keep the receipt on the receivable, so an escalation can be read back to the promise to pay and the dispute.
Related Features
Why Amarnex?
Handoffs
An unpaid promise goes into escalation, and a receipt returns with the dispute still attached.
Confirm first
Confirm the receivable, the payment plan, and who may escalate before a reminder is sent.
Limits
The record holds the receivable, the reminder, the promise to pay, the dispute, and the receipt. A new sale stays outside it.
Handoffs
An unpaid promise goes into escalation, and a receipt returns with the dispute still attached.
Confirm first
Confirm the receivable, the payment plan, and who may escalate before a reminder is sent.