With Siteline's collections tooling, your team can easily keep track of its efforts to collect on your payments.

Inside your project, there is a Collections tab where you'll be able to leave comments related to your open pay applications, create tasks related to collecting the payment, and opt into automated reminders about your payment that will be sent to your client.

You'll be able to use more of the collections tooling if you add payment terms to your project. To do this, head to the project settings, then down to the Contract settings. The options available are Net payment, Pay-when-paid and Pay-if-paid.

While Net Payment will require you to add a number of days for the term, adding days are optional for Pay-when-paid and Pay-if-paid. If you do add an expected number of days, however, we'll use that time period to help you know when a payment is "past due" or trigger related notifications/emails.

You can create tasks related to collections for any open pay app that has been submitted or synced to a GC portal. The tasks will be assigned to the person who created them.

If you click View all within the task module, you will see a list of all open and completed tasks. You can click the icon to the left of a completed task to re-open it.

You will also be able to see tasks across all jobs that belong to you. Click the bell icon at the top of the screen, and then click on the Tasks tab to see them all. You can also mark them complete from here by clicking on the circle to the left of the task.

You can opt-into automatically sending emails to your GC to aid your collections efforts. These reminders will be populated with information about your pay app, including which project it is for, when it was originally submitted, and how much is due to you.

We have three types of automated email reminders available:

For pay apps that were submitted via email from Siteline, we will re-attach the pay app that was originally included. To set up these automated reminders:

In Siteline, you will see a templated preview of the email that will be sent out to the GC. It includes information about the specific pay app that is the subject of the email. The settings you create will apply to every pay app going forward for that project. You can turn off the email type at any time.

If you want to skip a specific email in the sequence, you can, by clicking skip. This will not delete the email from the default sequence that is created every time a new pay app is submitted. To do that, open the email reminder settings. You can also change the date the reminder will be sent out on a one-off basis by clicking on the date.

Click View all to see all of the upcoming and sent reminders. You can also use this as an opportunity to skip or un-skip a reminder, or send one immediately. Note: You cannot send reminders related to past due payments until the funds are actually past due.

Within A/R aging, we now add markers to projects that have payments that are past due. There will be a red dot to the left of the project number, and there is a total past due column that will show you the amount by which payments are past due, based on your payment terms. Among the filters at the top of the screen, there is a Payment status filter that will allow you to see all projects that are aging, or just the ones that have past due payments associated with them.

When you click on the row of numbers associated with a project within A/R Aging, which become highlighted in blue when you hover over them, you will open a side panel with pay app-level aging and collections information about that job. Clicking on the arrows in the top right corner will allow you to explore the same information for the next job on the table.

Comments in AR aging are now associated with specific open pay apps. Like other comments in Siteline, if you tag a colleague, they will receive a notification in their inbox and within Siteline letting them know.

These same comments also appear within the Collections tab inside of a project.

The excel A/R aging reports now include more sheets. In addition to the sheet that buckets aging by days (30 days, 60 days, etc), there are more that show aging by open pay app, show all comments associated with open pay apps, and show an aggregate view of all money collected.

To view these reports, click Export from the A/R Aging tab, then click Export current view to Excel.

Note: In A/R aging, we used to have project level comments that were not broken out by invoice. These comments will remain, and will appear at the bottom of the sidebar in AR Aging.