Guide

Collections Management Guide

A clear path from overdue detection to payment recording, collection actions, and write-offs.

Collections as an operating function

Collections is not only calling borrowers — it is visibility, prioritization, action logging, and escalation.

Payments and receipts

The payment engine records staff-side payments; clients can review payment history and receipts in the portal.

Write-offs

When recovery is no longer appropriate, write-off workflows support request, approval, and reverse paths with operational control.

Tour the module

See Payments, Collections, and Write-offs screens in the Product Tour.

See CapGrowth OS Live

Request a demo focused on the workflows in this guide — capital, loans, collections, investors, or reporting.