Epicor Cash Collect

Accounts receivable is one of the largest business assets and the most accessible sources of working capital. Yet most businesses fail to manage receivables effectively, resulting in manual processes and increased credit risks.

Epicor Cash Collect is a cloud-based, SaaS solution with a modern, browser-based interface, which automatically assigns accounts, creates prioritized tasks for collectors, and automates customer communications for reminders, past due notices, collection dunning letters, and more.

Solution Benefits

With Epicor Cash Collect you will make better credit decisions and resolve invoice disputes faster.  

  • Reduce days sales outstanding (DSO)
  • Improve collections efficiencies
  • Manage invoice disputes
  • Reduce outstanding receivables
  • Automate customer communications
  • Minimize credit risks and bad debt write-offs


Based on roles set in the system, emails are automatically generated and sent to customers, including necessary supporting documents. Customers are able to self-serve invoices by viewing and paying all invoices through a customer portal. Find out exactly who you need to call or email next, why and what their account information is from one screen.





  • Lockstep is headquartered in Seattle, Washington
  • Offers premium workflow based services in the cloud to automate Accounts Receivable and customer relation activities
  • Cash Collect brings Epicor customers a razor-sharp focus on pending AR tasks and improves efficiency
  • Flawless integration with cloud and on-premises deployed Kinetic (new name for Epicor ERP), Prophet 21, and Eclipse systems