DebtorSmart
DebtorSmart helps accounting firms streamline their debt recovery process, reduce overdue accounts, and improve cash flow management. With powerful debtor management tools, you can send automated SMS and email notifications, set up tailored payment arrangements, and track progress all in one centralised system. Improve client relationships and stay on top of receivables with clear communication and efficient follow-ups.
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Refer To Partner
In cases of persistent overdue accounts, refer clients to a partner or designated team member for further action. This feature helps escalate problem cases, ensuring that high-risk debtors are handled appropriately and that debt recovery efforts are maximised.
Communication Report
Track and review all communications with clients regarding overdue accounts. The communication report feature provides an overview of SMS, emails, and follow-up actions, improving clarity and consistency in communication and ensuring timely debt recovery.
Add Agreements
Track payment plans and terms by adding agreements for debtors. This feature ensures better management of overdue accounts, reduces manual follow-ups, and provides a clear overview of outstanding balances, improving recovery efforts.
Dishonoured Agreements
Monitor dishonoured agreements to quickly identify payment issues and take proactive measures. By staying on top of payment issues, you can minimise their impact on your cash flow and client relationships, ensuring smooth debt recovery.​
