---

Managing collections in the construction industry is no walk in the park. If you’ve ever dealt with overdue invoices, you know firsthand the challenges that arise in the pursuit of timely payments. The complex nature of construction projects, long payment cycles, and various contractors and customers involved make it a daunting endeavor for even the most seasoned professionals.

Fortunately, our team at Janus Data Solutions has developed a solution that tackles this persistent issue head-on. Our Customer Invoice App, powered by Microsoft Power Apps, will simplify the way companies approach collections, not only in construction but in any industry grappling with similar challenges.

Let’s dive into the app.

Customer Invoice Collections App

The home page takes you directly to the unpaid invoices.

This table shows aging customer invoices. Notice the buckets for the different days late. Invoices with days late that fall within one of the buckets are marked with a checkmark in that bucket.

Press the + sign to add these invoices to the Selected Invoices table.

Press the Send Emails button to navigate to the Send Email page.

This page displays selected invoices in the table on the top left of the screen. After clicking on one of these invoice selections, the email section on the right side of the screen instantly populates with all the relevant information tied to that specific invoice. This not only saves you valuable time and effort but also eliminates the possibility of human error creeping in. Say goodbye to manual data entry and hello to a streamlined, error-free process.

This app has 2 different types of email prompts that depend on the number of days late. One for invoices less than 60 days late, and one for more than 60 days late. Notice, in the figure above for Customer K invoice 1221995 at 47 days late the prompts says, “Just a friendly reminder that we need to have that payment soon”. This is the soft prompt. Whereas the picture below for Customer AC invoice 1222059 at 62 days late the prompt says, “We do not want to have to exercise our lien rights”. This is the firm prompt. These prompts are completely customizable and any additional information can be added to these prompts.

Users can send a soft email to a customer with an invoice over 60 days late by specifying their preferred prompt version.

Once you are happy with the content of the email click on the send email button on the top right of the screen.  

After the email is sent it will show up in the Review Email History table in the bottom left of the screen. This helps users avoid sending too many emails and allows them to see the complete history of emails sent to this customer.

We have built a version of this app that allows users to add notes associated with each email, the ability to view the entire email thread all from the app, the ability to see the invoice data filtered based on the user associated with each invoice, and integration with Power BI. These functions have been excluded for simplicity’s sake, but the possibilities are virtually endless.

The challenges of managing collections in the construction industry are undeniable. The intricacies of construction projects, extended payment cycles, and the multitude of contractors and customers involved create a perfect storm for delayed payments and strained cash flow. However, with our game changing Customer Invoice App, powered by Microsoft Power Apps, we have paved the way for a more efficient and effective approach to collections.

By streamlining the collections process and automating key tasks, our app eliminates the arduous legwork and reduces the potential for human error.

The app’s ability to populate the email section with relevant invoice information at a click of a button not only saves time but also ensures accuracy in communications with customers.

While our focus has been on the construction industry, we can easily apply the principles and functionalities of our app to any industry facing similar collections challenges. Whether you’re in manufacturing, retail, or services, our Customer Invoice App offers a versatile solution to simplify your collections process, improve cash flow, and strengthen your business’s financial health.

At Janus Data Solutions, we are committed to empowering businesses with innovative tools that simplify complex tasks. We encourage you to reach out to us so we can dive into the app together, explore its features, and experience firsthand the transformative impact it can have on your collections process.

Thank you for joining us on this journey as we unlock the potential of our Customer Invoice App. We look forward to being a catalyst for positive change in your collections practices and helping you achieve greater financial success.