Home / Features / Customer CRM / Payment Management
Customer CRM

Payment Management

See receivables and payables at a glance and collect cash faster

Centrally manage customer collections, supplier payments, invoice registration, and reconciliation. Aging monitoring, collection alerts, and debt analysis help finance and sales recover every payment together.

100%
Account transparency
45days
Average collection cycle
30%
Overdue rate reduction
T+0
Reconciliation turnaround

Product Interface

Grasp receivables and payables in one screen, with automated aging and reconciliation

Payment Management · Hoobang CRM Workspace
Lead Acquisition
Customer Management
Opportunity Management
Contract Management
Payment Management
Customer Service
Collection Ledger · This Month
+ Log Collection
Receivables This Month
$1.86M
↑ 12%
Collected This Month
$1.62M
↑ 18%
Overdue Amount
$86K
↓ 24%
DSO
28days
↓ 4 days
Contract No.CustomerReceivable (K)Due DateStatus
HT-2026-0218Ningbo Huaxiang400.02026-05-25Paid
HT-2026-0217Hangzhou Hikvision286.02026-05-28Pending
HT-2026-0212Suzhou Gold Mantis155.02026-05-10Overdue
HT-2026-0220Wenzhou Chint182.02026-06-05Not Due
1Unified receivables & payables
2Automatic overdue collection
3Finance & bank reconciliation

Core Features

Complete capabilities built around the full business process

Collection Logging

Supports manual entry, bank statement import, and matching against payment reconciliation statements.

Aging Management

Generate receivable plans by contract terms; overdue items are flagged and alerted automatically.

Debt Dashboard

Analyze debt distribution by customer/sales/aging to focus collection on key accounts.

Reconciliation

Flexibly reconcile collections against invoices/orders, with many-to-many matching for complex scenarios.

Collection Reminders

Automatically notify sales and customers before debts come due—no more relying on memory.

Cash Flow Analytics

Multi-dimensional analysis of cash flow forecasts, collection trends, and payment cadence.

Use Cases

Flexibly adapts to different business models

01
Sales Collection Management

Sales reps care about collections for their own accounts—the dashboard makes it clear and transparent.

02
Finance Reconciliation

Automatically match against bank statements, invoices, and orders—goodbye to manual Excel checks.

03
Supplier Payments

Full flow of payment approval + plan + actual payment to avoid missed or wrong payments.

Workflow

From invoicing to reconciliation—an automated AR/AP closed loop

1
Open Contract Ledger

Signing a contract auto-generates a receivable plan, split by installment/terms

2
Invoice Registration

Route invoice requests online and link invoice info to receivable orders

3
Collection & Reconciliation

Smart matching of bank statements; reconcile collections against receivables in one click

4
Aging Analysis

Automatic overdue collection, with aging and bad-debt risk at a glance

Technical Highlights

Enterprise-grade architecture—secure, stable, and scalable

Bank Statement Reconciliation

Import online-banking statements and smart-match by amount/customer/contract

Aging Rule Engine

Differentiated payment terms and overdue penalty policies by customer/contract/product

Invoice Management

Full flow of invoice requests/red-letter reversals/voids, integrated with e-invoice platforms

Aging Analysis BI

0-30/30-60/60-90/90+ aging buckets with bad-debt alerts

Mobile Collection

Send dunning notices in one click via App / WeCom, with an online payment link attached

ERP/Finance Integration

Two-way sync of receivables/payables and vouchers with Yonyou/Kingdee/SAP

You Will Get

Real, tangible business value

1
More Timely Collections

Aging alerts + proactive collection reduce bad-debt risk.

2
More Efficient Reconciliation

Automatic matching and write-offs mean finance no longer works overtime on reconciliation.

3
Clear View of Debts

Analyze by customer and aging so collection strategies are crystal clear.

4
Controllable Cash Flow

Predictable inflows and outflows give management peace of mind.

FAQ

Questions you may have

Which collection methods and reconciliation channels are supported?

You can log a variety of collection methods such as bank transfers, corporate remittances, WeChat/Alipay, and acceptance drafts; import statement files from mainstream banks like ICBC, CCB, and CMB, and smart-match collection records by amount/customer name; manual entry and invoice write-offs are also supported.

How are payment terms and overdue policies configured?

Term days can be flexibly configured by customer tier, contract type, and product line (e.g., 60 days for VIP customers, 30 days for regular customers); overdue items automatically trigger tiered collection (SMS/email/WeCom/phone) with optional automatic penalty interest; aging reports track each customer's debt status in real time.

Can it integrate with Yonyou/Kingdee/SAP?

Yes. Standard integration interfaces are provided, allowing AR/AP vouchers, customer master data, and payment records to sync two-way with mainstream financial systems such as Yonyou U8/NC/T+, Kingdee K3/Cloud Galaxy, and SAP—so finance needn't re-enter data; integration is typically completed in 1–2 weeks.

Is e-invoice management supported?

Yes. Invoice requests are routed and approved online, and one-click invoicing integrates with e-invoice platforms such as Baiwang, Aisino, and Piaoyitong; invoices are automatically linked to receivable orders; customers can receive PDF / layout files online; red-letter reversals and voids are fully audited.

Does it support mobile work?

Yes. Native iOS and Android apps plus a WeChat mini program let sales log collections, view debtor customers, and launch collection in one click on mobile; finance can approve invoice requests and review aging reports on the phone, with real-time cloud sync.

What are the typical implementation timeline and price?

The standard edition works out of the box, with account activation completed in 30 minutes; ERP/finance integration + custom payment-term policies typically take 1–2 weeks; custom reconciliation rules take 2–4 weeks. For a detailed quote, please contact our inquiry hotline at 400-003-2253, and we'll provide a plan based on your team size and business complexity.

Take the first step toward digital transformation

1-on-1 dedicated consultant service to tailor a Payment Management solution for you