Hoot Finance Credit & collections
Extend credit with your eyes open.
Set a limit for each customer, check their credit before you ship, chase overdue invoices on a schedule and keep track of insured amounts and claims.
Hoot Finance
General ledger
Fixed assets
Revenue recognition
Treasury
Expenses
Planned Status
2 Workflows
5 Record types
9 Integrations
What it covers
Credit & collections
The records you work with in this area.
- Credit limits
- Credit checks
- Dunning runs
- Insured limits
- Insurance claims
How the work flows
The steps this area takes you through, from start to finish.
Customer credit and collections
Planned- 01 Credit limit
- 02 Credit check (SIMAH connector)
- 03 Installments / BNPL
- 04 Dunning
- 05 Legal collection (enforcement)
Corporate insurance
Planned- 01 Policies and cover periods
- 02 Claims
- 03 Recovery
- 04 Credit insurance on receivables
Works with
Services and tools this area connects to, and where each one stands.
- affirm United States Planned
- allianz-trade Global Planned
- atradius Global Planned
- coface Global Planned
- creditsafe Global Planned
- dnb Global Planned
- experian Global Planned
- klarna Global Planned
- upflow Global Planned
Also in this suite
General ledger
Every invoice and payment updates your accounts as it happens. Close a period, report by department or project, and see your statements at any time.
Learn more Fixed assetsRecord what you own, depreciate it automatically and book a sale or write-off with its gain or loss.
Learn more Revenue recognitionSplit a contract into what you owe the customer, and recognise each part of the price as you deliver it.
Learn more