Follow up on every balance, every day, without the chase
Stella Collect watches every open invoice, automatically sends outreach that’s due, and flags what needs judgment today, so your team spends less time on admin and more on collecting cash.
Knowing an invoice is late is the easy part
The real work is deciding which account to prioritize, what to say, and who to reach when the contact goes cold — usually while your team’s still closing the month
Prioritize what's worth collecting, not just what's overdue
Stella ranks outreach by collection value — balance, aging, and payment history together — so the account most worth a nudge today is the one at the top of the list.
Your rules, applied to every account
You define the cadence, the templates, and the escalation timing. Stella Collect applies them the same way on the 400th account as on the first.
Capacity that keeps up with growth
More customers means more open balances to track. Stella Collect carries the tracking and email outreach, so your team’s time goes to the accounts that need a conversation.
The follow-up goes out whether it’s a busy week or not
Stella keeps reminders, statements, and rollups moving automatically. Using the reminder rules you’ve set up, Stella automatically sends a gentle or firm reminder, or a consolidated summary. It gives your team the consistency of AR automation software without losing control over what gets sent.
Nothing sits in a queue waiting for someone to get to it, and nothing goes out that your team didn’t approve.
- A ranked daily list, not a static aging report
- Custom reminders and statements with invoices and payment links attached
- Review, edit, or defer Stella's recommendations
Stella decides where to focus (and shows you why)
Stella Collect shows what it’s suggesting, why, and what it expects the account to be worth right alongside the full outreach history for that invoice. If the account data isn’t strong enough to support a recommendation, it says so rather than guessing. Your team can explain any action on the page to a customer or to leadership without reconstructing it from memory.
- A stated reason and confidence level on every recommendation
- Full outreach history per invoice (sent, replied, bounced)
- Explicit flags when account data is incomplete
Multi-site customers, partial payments, terms that vary by contract
Commercial collections are rarely as simple as one invoice and one contact. Stella Collect rolls balances up by location or parent account, tracks payments against each invoice, and keeps aging current as payments come in.
- Balances rolled up by location or parent account
- Partial payments applied and remaining balance tracked per invoice
- Bounced contacts and new replies surfaced automatically
How much revenue could you recapture with Stella Collect?
From balance due to cash in hand
- Step 1. Set your campaign rules and templates
Define when reminders go out relative to the due date, and write the messages for each stage. Your wording, your branding, your escalation timing. - Step 2. Stella Collect watches every balance
Tracks every open invoice in real time against aging, balance, and payment history, and flags what’s worth attention before it becomes a problem. - Step 3. Stella Collect brings you the day's list
Ranked by collection value, each item paired with a recommended action and the reason it surfaced, using the templates you've already set up. - Step 4. Your team reviews the exceptions
Scheduled reminders, statements, and rollups go out using the rules you set. Nothing reaches a customer without your team clearing it. Disputes, payment plans, and relationship calls stay where they belong.
What changes with Stella Collect? Predictable cash flow.
Stella Collect is accounts receivable automation software built around how your team already collects, not a generic workflow you have to adapt to. Every account gets consistent attention, and you measure progress against your own baseline instead of an industry average.
- Balances close sooner, because follow-up starts before an invoice is late
- Cash becomes more predictable when every account is on a cadence
- Capacity goes further meaning your team covers more accounts without more hours
- Nothing ages out unnoticed
- DSO, on-time payment rate, and collector hours tracked against your prior baseline
- Relationships hold, because the human conversations still come from a human
Turn data into actionable insights
Commercial collections has its own shape — multi-site customers, disputed line items, partial payments, terms that vary by contract — and Stella Collect is built for it. On day one, Trade Intelligence gives Stella a starting point: ServiceTrade’s data layer, drawn from more than a decade of field service and billing activity, means you aren’t waiting to accumulate history before Stella earns its keep.
Trade Intelligence runs inside ServiceTrade, on the same records that produced the invoice — not a separate tool syncing against them — and it works alongside your ERP and accounting system rather than replacing them.
Stella Agents across your entire field service lifecycle
Stella Agents are designed to operate inside every part of your field service workflow—carrying context, applying your standards, and moving work forward without starting from scratch every time.
Convert service deficiencies into ready-to-review quotes with asset details, parts, labor, and scope language already assembled.
Build dispatch-ready schedules based on your real constraints—technician skills, availability, travel time, and SLA deadlines.
Move completed work toward billing faster with the right details, reducing delays between service completion and revenue recognition.
Right contact, right message, right time — automate collections so office teams stop chasing balances and start closing them faster.
FAQs
Questions about Stella Collect
Can Stella Collect handle partial payments?
Can Stella Collect handle partial payments? Yes. When a customer makes a partial payment, Stella Collect automatically updates the remaining invoice balance and percent collected across statements and account rollups. That gives your team an accurate, up-to-date view of accounts receivable—and helps ensure future collection reminders reflect what the customer actually owes. It’s one more way Stella Collect keeps follow-up moving while your team stays focused on the exceptions that need a human touch. See how Stella Collect helps put collections on autopilot.
Can Stella Collect send monthly account statements?
Yes. Stella Collect can automatically send account statements weekly, biweekly, monthly, or every 60 days—on the schedule that fits your collections process. Choose whether statements go to the company contact, individual location contacts, or both, so the right people always have a clear view of outstanding balances. It’s consistent accounts receivable follow-up without another recurring task for your team.
Does Stella Collect attach invoice PDFs to outreach?
Yes. Stella Collect can include a consolidated statement PDF, individual invoice PDFs, or both with your outreach—giving customers the documentation they need to review and act on an outstanding balance. Each invoice also has its own downloadable PDF, so your team can quickly access and share it whenever needed. Fewer follow-up requests, less back-and-forth, and a clearer path to payment.
Can multiple people on our team use Stella at once?
Yes. Stella Collect is built to work alongside your entire collections team. Specialists can manage outreach, responses, and notes while admins control settings and templates—and everyone works from the same, up-to-date account activity. More than a place to track collections, Stella Collect actively keeps follow-up moving, just as Stella Quote advances quoting work and Stella Schedule builds schedules around your priorities. Your people stay in control while Stella handles the repeatable work that keeps revenue moving.
How does Stella Collect track activity and notes?
Every invoice includes a shared, timestamped history of outreach, payments, status changes, and team notes. That gives your team, and Stella, the context to keep work moving without restarting the investigation, duplicating outreach, or losing important details. Everyone can see what happened, who handled it, and what needs attention next, while Stella Collect continues advancing the repeatable follow-up behind the scenes.
See it against your own aging report
Get a custom demo using your payment terms and your customer mix. Bring a recent aging report, and we’ll walk through what Stella would surface and draft and where your team would step in.