Dunning and Collections for Salesforce Billing

Manage your collections processes with the Dunning and Collections extension for Salesforce Billing. This package provides a way for collections agents to manage collections plans and related activities for accounts in collections.

You can define dunning methods at the account level that will create collections plans and relevant tasks for collections agents when an account moves into collections. You have complete control over when the account should move into collections. The collections agents can act upon the relevant tasks once an account has moved into collections and collection plans have been created accordingly.

You also have visibility into any account’s collections details as well as collection agents’ performance via the dunning dashboard and reports.