Cash collection and credit control

Cash collection and credit control are important for any organisation. IRIS Practice Engine has various features that can help with these processes.

Cash collection

  • Create recurring receipts

  • Post recurring receipts

  • Issue RFP receipts

  • Record a direct debit mandate

  • DRS adjustments (journals)

  • DRS adjustments

  • Generate statements

  • Manual enter bank feed

Credit control

  • Credit Control

  • Apply retainers

  • Generate credit letters

  • View a list of draft allocations