Collections workflow

Use RB9 to find who owes you and how much. Then use its collection tools to follow up and track your collection efforts.

Aged A/R

First, find the clients who owe you the most the longest with the Aged A/R report.

Firm

Contact clients with overdue invoices and record your current collection effort. Set reminders for follow-ups.

Use RB9’s collection letters to contact clients via email or traditional mail with all relevant details filled in. (RB9 Standard only)

Collection Follow-up

Keep your collection efforts on track by following up as scheduled (RB9 Standard only).

Collection Forecast

Forecast future income from collections based on current outstanding invoices (RB9 Standard only).