How it fits your workflow.
Collect! by Comtech Systems supports debt collection and receivables workflows. Client, debtor, and account records can each play a different operational role. A useful connection preserves those relationships when payment information or collection activity is used by another team, rather than relying on a single contact match.
WORKFLOW FOCUS
Client, debtor, and receivable account relationships.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why distinguish a debtor record from a receivable?
One person may have several accounts or client relationships. The receivable reference identifies which obligation a payment, note, or service action concerns.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.