AIMS IQ and AIMS V2 · Collections
Know what every customer owes, by branch
Collections are recorded against the invoice, so outstanding amounts are current, next to each customer's orders, service and AMC.
- 3AMC renewals due3 contracts end within 90 days
- 2Preventive visits overdue2 visits past their scheduled date
- 1Quotes waiting for approval1 quote below the margin floor
- 5Collections to follow up5 invoices past due
From the renewals, visits, approvals and collections lists in AIMS IQ
What gets in the way
- Outstanding amounts live in a spreadsheet updated once a month.
- Field staff collect payments that the office hears about days later.
- Service and AMC invoices slip through follow-up.
What changes with AIMS
Collections against the invoice
Each collection is recorded against the invoice it pays, by branch and financial year.
About collectionsCollected in the field, confirmed by the office
Field staff submit collections, and the office confirms them.
About collectionsInvoices straight from the order
Invoices come from orders and service, with credit and debit notes, and sync with Tally.
About invoicing and payments
Guides on this topic
- Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
See AIMS on your own business
Book a demo and we will walk through your own contracts, orders and teams.
Book a demo