Drive faster recoveries with a single, high-performance console that surfaces your most critical, long-overdue accounts for immediate action. You can act on any invoice without leaving the page—create a collection plan, write off an invoice, send a reminder, or log a task. Filter cards and charts by account and currency so your team works from the same prioritized view. Track recovered and outstanding balances, invoice aging, and payment promises to focus collection efforts where they matter most.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To use the collections specialist console, your users need the Billing Collections and Recovery Specialist permission sets.
How: Open the Collections Specialist Console from the Collections app.