In-house receivables
First-party collections software for your own past-due accounts
CollectPlus gives an in-house collections team the tools agencies use: work queues, contact plans, payment links, payment plans and a self-service portal. When an account does need an outside agency, you refer it and keep the history.
- Work queues and contact plans
- Payment links and plans
- Referral to outside agencies
How in-house teams use it
Your departments, your accounts, one system
CollectPlus was built for agencies that collect for many creditors. An in-house team can use the same structure for the departments it collects for.
- Set up your departments as creditorsEach department of the company, university or hospital can be its own creditor record, with its own contact plan, work queues and reports.
- Bring in the past-due accountsImport a file from your accounting or billing system. You map its columns, preview the result and deal with duplicates before anything is saved. Each record keeps your own ID, such as a customer number, a patient ID or a student ID, and an import can match on it.
- Work the accountsEach account follows its department's contact plan, and work queues put the next account in front of each collector.
- Take the payment, or agree a planCustomers pay from a link, a QR code or the portal, or you set up an installment plan that collects itself.
Collect
A routine for every past-due account
- Work queues. Accounts ranked by your rules, such as department, age or balance, and worked from top to bottom.
- Contact plans. The letters and follow-up tasks each account should get, on the days you choose.
- Letters, email and text. The same template goes out by mail, email or text, one at a time or in batches.
- One timeline. Every call, message, letter and note for a customer in one place.
Get paid
Make paying the easiest next step
- Payment links and QR codes. Each email, text and letter can open the balance, ready to pay, with no account or password.
- Payment plans. Installment plans from your own templates, collected by link or by scheduled card and ACH batches.
- A self-service portal. Customers see what they owe, pay, sign agreements and write to your team.
Outside agencies
When an account needs an agency, refer it and keep the history
- Refer accounts Windows app Choose the outside agency and the accounts to refer. You can take an account back later.
- Referral history Windows app Each referral is kept with its date, agency and balance.
- Payments from the agency. Record what an outside agency collected for you, on the account it belongs to.
Your departments
Keep each department informed
Balances by department
Dashboards show the delinquent balance of each department, and collections by date.
A login for a department
A department can sign in to the portal to follow its own accounts and documents.
Reports
SQL Server reports open in the browser as PDF or Excel.
Your other systems
File imports and a web services API connect CollectPlus to your accounting or billing system.
Who collects in-house
The same system for different kinds of receivables
In-house teams differ in what they collect and in the data they keep. You design your own forms in CollectPlus, so the screens ask for what your team needs.
Colleges and universities
Tuition and campus receivables, with each campus office set up as its own creditor.
Healthcare billing offices
Patient balances, payment plans and settlements within each provider's authority. Healthcare
Lenders and finance companies
Installment plans built from your templates and collected by scheduled card and ACH batches.
Getting started
Converting your existing accounts, payments and notes is part of implementation, and our team handles it with you.
Customers
From an in-house collections department
Michigan State University chose CollectPlus for its debt collections department.
“An important part of my evaluation was a demonstrated commitment to Microsoft's .NET and SQL Server development environments. CollectPlus collections software package takes advantage of these technologies thereby providing my institution with a great deal of flexibility.”
See your own accounts in CollectPlus
A 30-minute demo covers your departments, your billing system and your questions.