How to group the collection?

You have multiple accounts for a single customer and you want to make a consolidated collection?

My DSO Manager allows you to « Group the collection » of multiple customer accounts on one, and avoid multiple sendings to the same contact responsible for these accounts.

To implement this « Grouped collection », three steps are necessary:

Step 1 Go to the tab Search, tab Search for a client, enter the criteria for selecting the accounts to be grouped.


Step 2 Once your selection done, click on the "Group collection" button:



Step 3 And choose the account in which the collection will be made:



Collection actions and the items from the grouped accounts are integrated into the selected account:

• The list of grouped customer is displayed at the « Actions to do » level.

• Due to the grouping of the accounts a new leader invoice is generated and will determine the corresponding scenario action.

• Specific actions, status, and comments previously created on items before grouping are kept

• The original customer account code is added to the account statement

Grouped customer accounts no longer contain collections actions to be performed since they are centralized in the account defined in step 3:

To see all the accounts that have been grouped, go to the advanced search, and select the criteria « Collection grouped ».