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Credit Control · Configuration

How Guest Motor Group manages credit control with Numra

Guest Motor Group uses Numra with Keyloop to send customer statements and payment reminders and to handle customer replies.

Workflow
Credit control and collections
Systems
Keyloop, Email

The context

Guest Motor Group manages customer balances and collections with information from its existing Keyloop system.

Different customer accounts need different collection actions. These include statements, reminders and follow-up correspondence.

What Numra does

Statements and reminders

Numra uses account information from Keyloop to manage customer statements and scheduled payment reminders.

Collection rules

Numra follows the configured collection rules. It sends the correspondence and monitors customer replies.

Replies and exceptions

Numra brings disputes, payment information and other customer queries to the credit control team for review.

The workflow has special handling for automatic replies and for accounts that need extra attention.

Numra runs around Guest Motor Group’s existing Keyloop environment and credit control processes.

Connected systems

  • Keyloop

    Numra uses customer account information from Keyloop to decide which statements and reminders to send.

  • Email

    Numra sends statements and reminders, monitors customer replies and handles automatic replies.

See how Numra could work for your business.

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