Colleco AR & Collections Management

Secure Portal

Colleco Portal Login

Sign in with your username and password.

AR & Collections Management

Operations Dashboard

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Portfolio Snapshot

Collection command center

Live overview of balances, payments, follow-ups, client performance, and priority work.

Recovery rate0%
Active accounts0
Collected today$0
Total Placed $0 All assigned balances
Outstanding $0 Open amount to collect
Collected $0 Recorded payments
Needs Follow Up 0 Calls, tasks, or due items

Collection Pipeline

Balance movement from placement to recovery.

Aging Snapshot

Outstanding balances by account age.

Clients

Businesses placing receivables with Colleco.

Leads

Prospects and contacts before they become Colleco clients.

Lead Contact Priority Next Call Status Actions

Customer Accounts

Debtors, balances, contact details, plans, and account notes.

Customer Client Status Original Balance Last Contact

Calendar

Scheduled client calls, customer follow-ups, and plan payment dates.

Payments

Recorded payments and collection activity by customer account.

Customer Client Collected Balance Payment Date Actions

Invoices

Create client invoices with a detailed breakdown of collected payments and fees.

Client Rate Collected Colleco Fee Client Net Actions

Tasks

Internal work list for calls, paperwork, client updates, and collection follow-up.

Snoozed tasks

Tasks waiting until their snooze date. They stay here until the date arrives.

Payment Plans

Weekly and monthly agreements with progress by account.

Reports

Download management, account, client, legal, payment, and daily work reports in Excel format.

Settings

Portal communication setup and editable message templates.

Change password

Update the portal login password. Password must be at least 8 characters.

Email sending

Choose what opens when you press Email or an Email template Send button.

SMS templates

Email templates

Phone System Integration

Call workflow preparation for a future phone provider connection.

Click-to-call

Call reminders already include Call Now buttons using saved phone numbers.

Future Integration

Twilio, RingCentral, or another phone provider can later log calls automatically into each account.

Personal workspace

Appearance & Layout

Choose how Colleco looks for your account. Changes preview immediately and follow you when you sign in.

Saved

Color theme

Switch the complete portal between a bright workspace and a focused dark mode.

Background

Add a subtle surface treatment behind your workspace without distracting from account data.

Card & panel corners

Control the overall shape of cards, forms, tables, and dialogs.

Small controls & status tags

Set the shape of compact buttons, filters, and account status badges separately.

Add Client

Add Customer Account

Account Details

Customer Information

Address

Account Information

Add Task

Schedule Call

Add the call date, time, and details.

Record Payment

Save a payment toward this balance.

Print Collection Notice

Choose a notice template.

Create Client Invoice

Detailed collection breakdown.