Get PaidYou may know it as accounts receivable
Rules-based dunning sequence
Send scheduled reminders at set points before and after the due date using approved templates, pausing automatically for disputed invoices and accounts with a promise to pay.
What to expect: ideas for what could change, what you need first, and how to test whether it helps. Nothing here is a measured result.
- Impact: High
- Ease: High
- Prep: Light
Indicative rating based on the workflow described. Your readiness and implementation effort may differ.
Evidence status: Editorial / indicative assessment
What it does
This step still relies on manual effort, which holds back: Days from due date to first contact; Overdue balance as a share of receivables.
Who does what
Rules run the routine work. A person handles every exception and makes every decision.
What it could move, and how you would check
Of the five measures below, this use case may help three. These are expected effects to test against your own baseline, not measured results. The last column says how to check each one.
| Fact | Expected effect | Why |
|---|---|---|
| Process steps | Not directly addressed | This use case does not directly change the number of steps. |
| Cycle time | Potential direct benefit | Work may wait less between tasks, so items can finish sooner. |
| Exception loops | Possible downstream benefit | Fewer items may go back for rework. |
| First-time-right rate | Possible downstream benefit | More items may be right the first time, with no one fixing or chasing them. |
| Cost per invoice | Not directly addressed | This use case does not directly change the cost of each item. |
What you need first
This is an illustrative improvement approach, not a final solution design. The workflow, level of automation, integrations, and review requirements will depend on your existing tools, available capabilities, data quality, company policies, and team needs. Confirm these during discovery and a controlled pilot before implementation.
Ease of getting started: High. Suitable tools exist, and most of the setup work is light.
- Accurate customer billing contacts
- Dispute status recorded in the ledger or collections tool
- Templates approved by finance and legal
- Automatic pause on disputed invoices
- Named owners can exclude strategic accounts
Evidence to keep
- Template approval record
- Send log
- Pause rule configuration
What can go wrong, and how a pilot would show it
- Reminders sent on paid or disputed invoices
- Tone inappropriate for key accounts
Your next step
Write and approve templates for the pre-due, due and overdue stages. Validate billing contacts for the top 100 customers.
The pilot steps are under "See how to test it" in the Ways to start panel. Paid support is optional: use Get implementation support if you want help.