CreditorWatch

Collect

Connect Your Accounting Software

CW Collect - Changing User Permissions

CW Collect - Compatible Accounting Software

How to use the Schedule

When will Email Reminders be Sent?

Receiving the Daily Reminder Summary

Changing Reminder Settings

Managing Email Sender Settings and Replies

Add a Logo to Your Reminders

Pushing Notes into Xero

Mute Contacts

CSV - Data Integration Guide

Pausing Your Account

Get Started

Inviting Another User

My Aged Receivables Report Balance Differs from CreditorWatch Collect

How to Update your Clients Contact Details

How Often is my Accounting Data Imported

MYOB AccountRight Live - User Access

How to Pause Individual Invoices

Privacy, Security, and Backups

GDPR and CreditorWatch Collect

Calls During the Trial Period

Deleting your Account

Sending email reminders from your own domain in CreditorWatch Collect

CW Collect - FAQs And Troubleshooting

Pre Debt Collection Workflow

SMS Reminders

How to CC Users on Reminder Emails

How to Change Your Email Reminder Template

Customising Your Reminders

Placeholders Within Reminders

Smart Workflows

Previewing your Reminders

Configuring Automatic Reminders

Automatic Workflow Escalation

Workflows

Changing the Default Workflow for Contacts

What is the CreditorWatch RiskScore?

Idle Accounts - Next Steps

Expected Payment Dates

Idle Accounts

How do Disputes and Mutes Work?

How to Pause a Contact

Accounts View

Accounts

Using Date Based Filters

Example: Create a Filter for a Specific Workflow

Enabling Accounts Filters

Advanced Filters

Advance Filters

Hiring a Receivables Specialist; Account vs Credit Billing

Viewing your Call Report

Call Reports

Moving Clients to Call

Recording Call Responses

AR Specialist

Skip Tracing

Monitoring Payment Plans

Disputes and Mutes Through the Call Console

Adding Notes

Accessing the Call Console

Call Console

How to Send a Debtor to Debt Collection

Appointment of a Commercial Agent (Terms & Conditions)

Debt Collection

The Zapier Integration Overview

Zapier 'Invoice(s) Moved' Trigger

Zapier 'New Note' Trigger

Zapier 'New Message' Trigger

Create a Zapier Trigger for SMS Replies

Payrix for USA Based Customers

Zapier

Payrix for New Zealand Based Customers

Payrix for Australian Based Customers

Payrix FAQ

Integrate Payrix with CreditorWatch Collect

IPayment Portal Overview

Integrate Payrix with Xero

FundTap + CreditorWatch Collect

Adding Payrix into your Reminders (Pay Now Button)

Payments

Find answers and get help from Intercom Support and Community Experts

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