Collections is a focused, streamlined interactive workflow for handling past-due accounts and managing collections in a centralized, user-friendly interface. Instead of juggling multiple reports, emails, and manual notes, users can now organize all their outstanding accounts into interactive “baskets” and work through them from a single dashboard. This allows teams to track communications, log payments, and keep a clear record of all collection activities in one place, reducing paperwork and repetitive tasks.
Stay on top of billing for every account with a modern dashboard and meaningful analytics, and see which accounts need to be contacted.
Do all your billing tasks in one place— batch-send statements, email overdue customers, and log call details in real-time, keeping customer details and conversations in one place, so everyone stays on the same page
The launch of Interactive Collections is the first step in a broader roadmap: the next major project is the introduction of Subledger items (such as prepayments, deposits, credits, and payment terms). Once these are in place, CRO Billing will be able to serve as your comprehensive billing platform, while QuickBooks will focus on tracking your financial accounts, rather than handling every aspect of billing and collections
Ultimately, the goal is to eliminate the need for double entry and manual reconciliation between systems. As CRO Billing evolves with subledger capabilities and deeper integration, you’ll be able to manage all your billing, collections, and customer communications in one place, and simply sync the necessary financial data to QuickBooks for accounting purposes. This transition will give you more control, efficiency, and visibility in your billing process, while still allowing you to use QuickBooks for your core accounting needs.
Stay tuned for updates as these enhancements roll out—your feedback will help shape the future of billing in CRO