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How to set-up eCollect365

It couldn't be easier to start using eCollect365. We will help you every step of the way and because the software is hosted you don't need to buy any additional equipment to run the system.

  • Step 1:
    Export your customer and transaction data into ecollect365 Allocate accounts to your credit control team through the import process
  • Step 2:
    Design your workflow strategy and dispute management process
  • Step 3
    We will build your branded interactive e-communications
  • Step 4
    We will configure the credit card portal for e-payments
  • Step 5
    We will configure the Paperless direct debit system
  • Step 6
    Export your copy invoices for online document delivery
  • Step 7
    Select your reports from our reporting suite and we will automate the delivery of Management Information

Automated workflow diagram:

Automated workflow

Click the diagram to view a larger version.