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Wholesale Credit & Collections template
Credit and collections for wholesale distributors.
by AgentUIUpdated November 13, 2026
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What's inside the Wholesale Credit & Collections template
- Import your open invoices and every balance, aging bucket and overdue flag is worked out from the invoices, payments, credit memos and write-offs, so an invoice is paid only when payments cover it.
- Collectors get a worklist ranked by how much is late and for how long, log calls and promises to pay (kept or broken is checked against the payments), raise disputes and send a reminder in one click.
- The credit team reviews applications with trade references, places and releases holds, and approves credit memos and write-offs.
- Aging by customer, collector, territory and salesperson with CSV export.
- A daily automation emails each customer a friendly reminder, a second notice at 15 days and a final notice at 30.
- Collectors only see the accounts assigned to them.
- Excel import (up to 500 invoices), sample data, English and Spanish.
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Questions about this template
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Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
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