AR & Collections Management

Operations Dashboard

Local backup ready

Portfolio Snapshot

Collection command center

Live overview of balances, payments, follow-ups, client performance, and priority work.

Recovery rate0%
Active accounts0
Collected today$0
Total Placed $0 All assigned balances
Outstanding $0 Open amount to collect
Collected $0 Recorded payments
Needs Follow Up 0 Calls, tasks, or due items

Collection Pipeline

Balance movement from placement to recovery.

Aging Snapshot

Outstanding balances by account age.

Priority Accounts

Accounts with overdue balances or urgent status.

Customer Client Status Balance Next Due

Today & Next Up

Calls, payment dates, and task reminders.

Client Performance

Top clients by collected dollars.

Work Queue

What needs attention now.

Report Shortcuts

Fast access to the reports people ask for most.

Clients

Businesses placing receivables with Colleco.

Customer Accounts

Debtors, balances, contact details, plans, and account notes.

Customer Client Status Original Balance Last Contact

Calendar

Scheduled client calls, customer follow-ups, and plan payment dates.

Payments

Recorded payments and collection activity by customer account.

Customer Client Collected Balance Payment Date Actions

Invoices

Create client invoices with a detailed breakdown of collected payments and fees.

Client Rate Collected Colleco Fee Client Net Actions

Tasks

Internal work list for calls, paperwork, client updates, and collection follow-up.

Payment Plans

Monthly agreements and progress by account.

Reports

Download management, account, client, legal, payment, and daily work reports in Excel format.

Settings

Portal setup items requested by the customer.

PDF Attachments

Attachment fields are available on accounts for PDF file names and notes. Real upload storage can be connected after database setup.

Client Rates

Each client has a collection rate used by the invoice calculator.

Hebrew Calendar

Calendar days show Hebrew dates and include hover details.

Phone System Integration

Call workflow preparation for a future phone provider connection.

Click-to-call

Call reminders already include Call Now buttons using saved phone numbers.

Future Integration

Twilio, RingCentral, or another phone provider can later log calls automatically into each account.

Add Client

Add Customer Account

Account Details

Customer Information

Address

Account Information

Add Task

Schedule Call

Add the call date, time, and details.

Record Payment

Save a payment toward this balance.

Print Collection Notice

Choose a notice template.

Create Client Invoice

Detailed collection breakdown.