2015

From day one we allowed each user to connect to more than one ledger in uCollect.  Now each ledger may be accessed by more than one user.

From your Edit Organisation page (if you are an Admin for that Organisation) you can invite another person into the uCollect organisation.  If they ar enot yet a uCollect user they will receive an email inviting them to create their profile.  If you give them Admin access they will be able to access the Edit Organisation page and modify subscription, gateways and users.  If they are not an Admin they will only be able to search contacts, edit contacts and see Collection History (including downloading Upload files).

You can now see a list of all the outstanding invoices for any contact from the Search Contacts screen.  Simply click on the value of the invoices beside the contact name and you can see the list of invoices.  While you are there you can suspend any single invoice from collection (maybe it is under dispute or the customer told you that they have paid you manually) or even set up an installment plan for that invoice.

There are times when you just need one invoice but need to collect that invoice over several installments.  So we’ve made it easy to be able to break down an invoice into smaller collections.  From the Invoice list you can easily add a payment plan.  This must total to the outstanding invoice amount before you can submit it.  From now on uCollect will ignore the invoice due date and will collect the installment amounts on the specified dates.   Each time we process the installment we double-check to make sure that the invoice is still unpaid (just in case you have processed a credit note or manual payment) and will collect the lower of the invoice amount outstanding or the installment amount.

Please note that installments override suspensions, so if you are suspending a contact with installments you will need to remove the installment plan.

Even your best clients can hit a cash flow crunch.  Every now and then you need to suspend collections for a particular client at their request.  Now in uCollect you can easily and quickly mark a contact as suspended without having to delete any of the gateway data you are storing for them.  Then, when they are ready to resume automated collection you simply un-suspend them and uCollect will resume collections.  It’s all available from the Edit Contact screen.