The new Collections and Customers workspaces are here, bringing open invoices, follow-up, and customer details into one connected experience. We’ve also added clearer ERP re-sync warnings to help catch billing issues before they create more work.
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Check out what’s new 👇
✨Recording: Meet the New Collections + Customers Experience✨
Collections work is easier when every invoice and customer detail is connected. Watch our webinar walkthrough to see how the new Collections and Customers workspaces help your team prioritize follow-up, personalize automated emails, and manage important GC information in one place.
✨Prioritize the Invoices That Need Attention✨
See open invoices across every project in one place, then sort, search, and filter to focus your team’s attention where it matters most. Review aging, outstanding balances, and predicted payment dates without opening projects one by one.
👉 Learn how to manage open invoices
✨Make Automated Emails Sound Like Your Team✨
Start with Siteline’s automated collections emails, then customize the subject lines and messaging to match your company’s voice and customer relationships. Siteline automatically fills in pay app details, so every follow-up feels personal without adding manual work.
👉 Customize your email templates
✨See the Full Customer Picture✨
Bring each customer’s outstanding balances, payment performance, contacts, projects, and collections settings into one connected view. Your team gets the context it needs to understand the relationship, coordinate follow-up, and apply a more consistent collections process across projects.
👉 Explore the Customers workspace
✨Catch Overbilling Before You Re-Sync to Your ERP✨
When re-syncing an invoice, Siteline now shows invoices already created in your ERP and flags billing discrepancies and potential overbilling before you create another one. These clearer warnings help your team catch duplicate billing and resolve issues before they create extra cleanup.
How to safely re-sync an invoice
Start the re-sync. Open the pay app’s Invoice tab and click Re-sync invoice. Siteline will check your ERP for invoices that have already been created.
Review any existing invoices. If Siteline finds an invoice in your ERP, you’ll see a warning that creating another could cause duplicate billing or overbilling. We recommend voiding the existing invoice in your ERP before continuing. To proceed anyway, click Create new invoice anyway.
Check for billing issues. Review the invoice details before creating the new invoice. Values highlighted in red indicate potential overbilling that should be resolved in your ERP before you continue.
For Vista customers using JB Billing: Siteline also compares JB Previous Billed and A/R Previous Billed. Differences are highlighted in yellow so you can review amounts that may be pending in JB but not yet posted to A/R.