Billtrust Collections will help you and your team streamline debt collection tasks, enhance workflow efficiency and improve customer communication for better payment recovery. As you complete the courses in this curriculum, you will learn how to navigate the platform, manage client records and perform document actions to optimize collections strategies. You'll explore features and functionality such as exporting data, tracking balances and processing payments. After completing this curriculum, you'll be able to improve payment recovery rates, foster stronger customer relationships and leverage automation to enhance your daily workflow.
Collections Daily User
By the end of this course, you will be able to:
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Edit and maintain client records to ensure data accuracy and accessibility.
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Use the Worksheet to organize and prioritize daily collections tasks, such as following up on overdue accounts.
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Leverage communication tools to send payment reminders, document conversations and collaborate with team members.
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Pause and resume automated workflows to accommodate unique customer circumstances and ensure flexibility in operations.