Chase what you are owed, and follow up every lead
Getting paid on time is mostly about following up. SeroBooks gives you one place to see who is late, what you said to them last, and what to send next — and one place for leads before they become customers.
What you get
Always know who owes what
The customer's balance shows under their name on every form you raise, and in the customer list as you pick, in red when they owe and green for a credit. The Collections Center groups the late and nearly-late customers, with their invoices and your notes, so the calls you make today follow on from the last ones.
Prepare Letters writes collection letters, customer letters and vendor letters from templates, one page per contact on your letterhead.
Frequently asked questions
Can reminders go out on their own?
Yes. Automatic payment reminders and monthly statements can be switched on, with today's list, a Send now button and a log of what went out.
Does converting a lead create a duplicate?
No. Convert to Customer keeps the same contact, so its notes and history stay with it.