Collections Daily User
Equips collectors with the skills to manage client records, organize daily tasks, communicate with customers, and leverage automation to improve payment recovery.
Collections & Credit
If you work with credit decisioning, risk monitoring, or collections workflows on the Billtrust platform, start here. This topic covers both Credit, setting terms, scoring, and managing exposure and Collections, automating outreach, tracking past-due accounts, and reducing DSO. Explore this content if your role touches extending credit or getting customers to pay.
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Credit Daily User
An introduction to Credit Application, covering how to distribute credit applications to potential customers and manage and review submissions in the workspace.
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Collections Settings and Reporting Management
Trains admins to configure user roles, build automated workflows, customize dashboards, and design communication templates to maximize collections efficiency.
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Credit Settings Management
A comprehensive admin curriculum covering how to distribute applications, customize forms, build automated workflows, and manage user access for faster credit decisions.
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Make a Payment from a Payment Link
Describes the workflow your customers use to make payments from the a Payment Link.
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Introduction to Billtrust Credit
Billtrust Credit replaces scattered emails and PDFs with a single, structured credit application workflow. The result is faster application approvals, consistent policy application, and more time for the team to focus on strategic work instead of manual review.
