Credit Control & SMS

Accounts Receivable

Credit Control / Debt Collection

Palladium has the facility for you to remind your customers when their accounts become overdue and also send out demand and legal letters when necessary to defaulting customers. The Collection Letters function is accessible through the Accounts Receivable menu and the following window will be displayed. All you will then need to do is to select which clients you want to send the letters to. Note that this function could also be used to send our marketing letters to clients.
The templates for these letters are fully customizable and we can customize them according to your requirements. Below is a sample demand letter :-

SMS Statements

You can also send out statements to clients via SMS and use the SMS functionality to market to clients.
The functions above are explained as follows:
  •  Message -       this  feature allows  you to authorise  the sent  messages  and also  access customer replies
  •  Reminders – Set reminders and receive SMS notifications on the due date
  •  Marketing – this  allows  you to send  messages to selected  customers  with advanced filtering using the 
  •  Customer User-Defined fields
  •  Debt Collection – this allows you to send overdue account reminders to selected clients
  • Send Bulk – this feature allows you to send bulk messages from your outlook contacts or from an  excel  spreadsheet
  •  Credits – this feature checks the available SMS credits you have
General Note
Remember that you can also set standard SMS messages to be sent for orders and/or invoices processed on the system.
These  messages  are first  sent  to the Messages  function for pre- approval

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