Functionalities
Provisioning Wizard
Organisation
Manage users
Provide easy access to users with appropriate permissions and screens for their tasks by adding them to a user group with a username and email address.
Credit managers carry out credit management across 1 or more entities and have access to all available operational tools.
Everyone in the organization who can / must resolve disputes will have access to the complaints management and associated rights on the customer cards. Depending on the type of company, the people fall under more or less different departments such as Sales, Customer Service, Distribution, Production, etc.
Managers are given access to the reporting module and the complaints management so that they have insight and can make adjustments where necessary.
Complaints management management
Choose which issues (reasons for late or non-payment) apply to your business process. Each business process has its own issue categories. In the provisioning wizard you choose which issue categories are applicable.
For each Issue category such as “invoice not received”, “product not in accordance with specification”, “payment arrangement” or “service not delivered”, you indicate whether the relevant invoices will be temporarily excluded from the follow-up process and within how long the issue must be resolved.
Organisation
Manage users
Provide easy access to users with appropriate permissions and screens for their tasks by adding them to a user group with a username and email address.
Credit managers carry out credit management across 1 or more entities and have access to all available operational tools.
Everyone in the organization who can / must resolve disputes will have access to the complaints management and associated rights on the customer cards. Depending on the type of company, the people fall under more or less different departments such as Sales, Customer Service, Distribution, Production, etc.
Managers are given access to the reporting module and the complaints management so that they have insight and can make adjustments where necessary.
Complaints management management
Choose which issues (reasons for late or non-payment) apply to your business process. Each business process has its own issue categories. In the provisioning wizard you choose which issue categories are applicable.
For each Issue category such as “invoice not received”, “product not in accordance with specification”, “payment arrangement” or “service not delivered”, you indicate whether the relevant invoices will be temporarily excluded from the follow-up process and within how long the issue must be resolved.
Organisation
Manage users
Provide easy access to users with appropriate permissions and screens for their tasks by adding them to a user group with a username and email address.
Credit managers carry out credit management across 1 or more entities and have access to all available operational tools.
Everyone in the organization who can / must resolve disputes will have access to the complaints management and associated rights on the customer cards. Depending on the type of company, the people fall under more or less different departments such as Sales, Customer Service, Distribution, Production, etc.
Managers are given access to the reporting module and the complaints management so that they have insight and can make adjustments where necessary.
Complaints management management
Choose which issues (reasons for late or non-payment) apply to your business process. Each business process has its own issue categories. In the provisioning wizard you choose which issue categories are applicable.
For each Issue category such as “invoice not received”, “product not in accordance with specification”, “payment arrangement” or “service not delivered”, you indicate whether the relevant invoices will be temporarily excluded from the follow-up process and within how long the issue must be resolved.
Segmentation
Segment customers to appropriately track each group. Criteria for segmentation are, for example, risk scores, culture, language, or historical payment behavior.
A succession profile is generated per segment. The segmentation is determined during the import based on the chosen invoice and / or debtor characteristics. This way your customers are always approached according to the correct succession strategy
Communication
Create a succession profile per segment by defining successive communication actions on the graphical timeline
Different media such as letters, emails, calls, SMS and faxes are combined to achieve the best effect Payment options based on a payment link or a QR code from your own PSP. Or via a link on the Customer Response Site where your customer can select the invoices that may be paid.
Client contact site
Maxcredible’s customer contact site gives your customers the opportunity to see
- Which invoices are outstanding,
- Which invoices have been paid,
- Pay outstanding invoices,
- Whether complaints have been registered,
- To report complaints,
- Or to pass on changes of address.
The reminder contains the URL and login details for the CRS in the language of the customer:
Export Incasso
Maxcredible helps you to get your customers to pay on time. If, despite all efforts to achieve this, it is necessary to transfer a claim to an external party, MaxCredible will support that.
You can define an export file for each Collection Agency or Bailiff in accordance with the format they require. We also have a direct link with various parties to their collection portal.
Outsourced items are registered in MaxCredible so that you have insight into the outstanding items at (various) external parties. The reports also give you insight into the success of a collection party.
