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The Debtor Automation module
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Automated Debtors Collection with one button

The Debtor Automation module (Accounts Receivable) is an easy-to-use tool that allows you to push a button and send instant reminders (with invoice copies) to all Overdue Debtors for quicker cash collection. Send reminders to select Debtors or to all Debtors. 

This module is one part of Forecast Live (Debtor Automation) whiles the other module (Cashflow Automation) helps Finance teams manage Cashflow scheduling.

Choose one or both modules, depending on your needs.

"I hated having to call customers who owed us money, but now calls are only the exception - the automated reminders work! All overdue customers get a personalised email, at a push of a button, and the response is much higher"
Susan Du ToitAR Officer

Deep Debtor Integration with Business System

It's time to stop Data Double Entry.

The built in Data Connector has pre-built connections for Industry Leading Business Systems such as MYOB, Business Central, Sage, Acumatica, Sybiz and more.

Deep debtor integration with Business System

Overdue Debtors Automation

Forecast Live’s built-in data connector uses your accounting data to categorise outstanding accounts by age. 

Overdue debtors and accounts receivable get an email as soon as their payments are late. You can easily customise our pre-set email templates to fit your company’s style.

Overdue debtors dashboard
Overdue invoice email with copy attachment

Automated Overdue Invoice Copies

A copy of the overdue invoice automatically attaches to the reminder, giving customers the information that they need to pay. 

No more back and forth communication, figuring out what they require, means quicker payments.

Quick View of Debtors

Forecast Live’s quick control centre view gives you totals for:

  • debtors
  • accounts receivable
  • current actions
  • value of all outstanding invoices list
  • value of largest overdue invoice

One view leads to quicker actions.

Control Centre dashboard
Customer details in a table data

Easy Customer Access

View and group customers into easy-to-read tables, and access contact details in real-time, directly from your accounting software. 

Eport to PDF or Excel if needed

Overdue Reminder Flexibility

Forecast Live’s reminder settings help manage the accounts you choose. Want to send an instant reminder to all? Use the “Send All Reminders” menu. Or send Select Reminders, with the “Send Select Reminders” option.

Integration to Business System
Assign tasks or appointments to customers using action list

Track Tasks Against Customers

Assign notes, tasks, or calendar appointments to a customer quickly and easily with the Forecast Live’s action list. 

It also provides you with various ways to sort and view notes.

Overdue Debtors Automation

Overdue debtors dashboard

Forecast Live’s built-in data connector uses your accounting data to categorise outstanding accounts by age. 

Overdue debtors and accounts receivable get an email as soon as their payments are late. You can easily customise our pre-set email templates to fit your company’s style.

Automated Overdue Invoice Copies

Overdue invoice email with copy attachment

A copy of the overdue invoice automatically attaches to the reminder, giving customers the information that they need to pay. 

No more back and forth communication, figuring out what they require, means quicker payments.

Quick View of Debtors

Control Centre dashboard

Forecast Live’s quick control centre view gives you totals for:

  • debtors
  • accounts receivable
  • current actions
  • value of all outstanding invoices list
  • value of largest overdue invoice

One view leads to quicker actions.

Easy Customer Access

Customer details in a table data

View and group customers into easy-to-read tables, and access contact details in real-time, directly from your accounting software. 

Eport to PDF or Excel if needed

Overdue Reminder Flexibility

Send overdue reminders dashboard

Forecast Live’s reminder settings help manage the accounts you choose. Want to send an instant reminder to all? Use the “Send All Reminders” menu. Or send Select Reminders, with the “Send Select Reminders” option.

Track Tasks Against Customers

Assign tasks or appointments to customers using action list

Assign notes, tasks, or calendar appointments to a customer quickly and easily with the Forecast Live’s action list. 

It also provides you with various ways to sort and view notes.

“Forecast Live has increased our overdue invoice collection, and it’s been quick and easy to implement. The automated reminders now allow us to only deal with Overdue exceptions, and the Action module helps my team keep track on conversations, appointments or tasks. I might add that the team at Plus is also very responsive and setup, training and hand holding has been excellent…..”
Kristi Savage, Finance ManagerLaucke Mills

Quick set up, no lock in contracts

Easy Set up and Deployment

With the Debtors Automation module, there’s no complex installations or lengthy onboarding. We setup your Business Portal, configure the Data Connector and start your overdue Debtors collections at a click of a button

No lock in contracts

Not only is Forecast Live easy to deploy but there are no lock in contracts. Customers have an Unconditional 30 Day Refund and then after that, you can cancel anytime, anyway. No lengthy forms to fill in - no fuss, no bother.

"One demo, then Plus set it up the next day, training the day after and we were using it the day after! Easy as - saved us at least an hour a week almost immediately"
Felicity BoltonDebtors & Collections

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FAQs

At this stage, this functionality is not part of Forecast Live.
All Debtors in your business system are available to all users on your portal.
At this stage, Forecast Live works on the rule “One Database = One Company”.
If there are multiple companies on multiple database, it’s easy to add Forecast Live to each entity.
From here, your Partner or Plus Software can consolidate reporting using Snapshot, which uses the same Data Connector.
It’s important to note that if your database contains multiple entitys’ data, that data will be available to all users on your portal.
Absolutely, you can!
Within Forecast Live, from the main menu on the left hand side, go to:
Debtors & Creditors -> Debtors (or Creditors) -> Transactions
From the grid that appears, click the ‘+’ Icon in the grid, and the action created will be logged against that invoice.
 
At this time, the emails are sent from our domain: noreply@plus.live

In your admin settings, you can specify the sender name and Reply-To email to appear on the email.

At this stage we don’t allow for the attaching of Statements from Forecast Live. 

The Reminder is however shipped showing a table of Due Invoices to the email Template, which serves a similar purpose. This is customisable too

 
Here’s how it looks:
 
 
The aging settings are taken into account in the sync process, so any Invoices you see in Forecast Live already display the Due Date as the date it ages.
For example, if an account with Aging setting “End of Next Month” has an invoice drawn in the business system with Due Date of 19th May, Forecast Live will display the actual Due Date of that invoice as 30th June.

Your administrator User sets the parameters for this list of Debtors.

This is under the Admin menu/App Settings

Send Invoices over X Days Overdue:

  • Excludes invoices that have overrun their due date by fewer than this many days.

Send Invoices over Y Days since last notification:

  • This parameter is for AR personnel workflow – if an Invoice Reminder has been sent via Forecast in the last Y Days, that invoice will not appear on this list. This prevents a customer from receiving both a manual notification (E.G. From Send All) AND an automated one from the Overdue Invoice Reminder

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Terms and Conditions:

1. Date of 30-day refund starts from date of initial payment.
2. No refund on any Consulting (set up, installation etc) fees.

Cancel at any time after the 30 days offer anyway. No penalties and no lock in contracts. Ever.

Link your accounting system to Forecast Live and get awesome cash flow tools.

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