Get PaidYou may know it as accounts receivable
Personalized reminder writing
Prepare follow-up e-mails that reference the specific invoices, earlier correspondence and any promise to pay, for the collector to edit and send.
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: Medium
- 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: Time per collection contact; Promise-to-pay rate.
Who does what
AI prepares the work and suggests the answer. A person decides each one.
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 | Not directly addressed | This use case does not directly change elapsed time. |
| 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 | Potential direct benefit | Less staff time may go into each item, once the cost of review is counted. |
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.
- Correspondence history stored against the customer
- Approved tone and wording guidance
- Collector reviews and sends every message
- Messages never offer credit or new payment terms
- Messages retained in the customer record
Evidence to keep
- Monthly review of a selection of sent messages
- Edit rate on suggested messages
What can go wrong, and how a pilot would show it
- Incorrect invoice details in a message
- Messages that imply a concession
Your next step
Collect examples of effective messages and agree wording guidance. Enable suggested messages for second and later reminders only.
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.