Collections is part of Money & The Close in Windward System Five. System Five includes 5 documented capabilities here — 3 in the standard set and 2 optional.
These 5 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
See who is late paying us
Ages outstanding invoices by book month into 30, 60 and 90 day columns with an optional 120-day column, or by literal date with user-defined period lengths. Filters cover invoice type, salesperson on the invoice or on the customer, pre-authorised payment customers, and lookup words.
Work the debtor list without leaving it
From the aged report a user opens the customer record, opens the invoice, reads or adds customer notes, prints customer labels, and bulk-assigns a lookup word to every customer invoice that matched the filters.
Age foreign invoices in our currency
Aged A/R and the A/R Sub-Ledger can either restrict to invoices posted in a chosen currency, or include all invoices with the foreign ones estimated into the chosen currency at the rate for a nominated currency date.
Age a chain's branches under one account
For national accounts the aged report can list subsidiaries separately, group them but still list them separately, group them with totals, or roll them into the national account.
Get paid automatically every month
Recurring receivables can be collected by pre-authorised credit card or EFT, with a default card tender type and messages that print on the invoice by tender type. Statements can be produced as PDFs, optionally prompting for the PDF details at generation.
Yes. Ages outstanding invoices by book month into 30, 60 and 90 day columns with an optional 120-day column, or by literal date with user-defined period lengths. Filters cover invoice type, salesperson on the invoice or on the customer, pre-authorised payment customers, and lookup words. This is optional in System Five.
Yes. From the aged report a user opens the customer record, opens the invoice, reads or adds customer notes, prints customer labels, and bulk-assigns a lookup word to every customer invoice that matched the filters. This is optional in System Five.
Yes. Aged A/R and the A/R Sub-Ledger can either restrict to invoices posted in a chosen currency, or include all invoices with the foreign ones estimated into the chosen currency at the rate for a nominated currency date. This is optional in System Five.
Yes. For national accounts the aged report can list subsidiaries separately, group them but still list them separately, group them with totals, or roll them into the national account. This is optional in System Five.
Yes. Recurring receivables can be collected by pre-authorised credit card or EFT, with a default card tender type and messages that print on the invoice by tender type. Statements can be produced as PDFs, optionally prompting for the PDF details at generation. This is optional in System Five.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.