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.
- Impact:High
- Ease:High
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Use cases
Workflow: AR collectionsClear workflow filter: AR collections
Step: Contact customerClear step filter: Contact customer
Prepare follow-up e-mails that reference the specific invoices, earlier correspondence and any promise to pay, for the collector to edit and send.
- Impact:Medium
- Ease:High
Pick up promises to pay from call notes and customer e-mails, record the amount and date against the account, and prompt follow-up when the promised payment does not arrive.
- Impact:Medium
- Ease:High
Respond to routine customer requests for invoice copies, statements and payment confirmation from ledger data, and hand disputes, credit requests and contact changes to a person.
- Impact:Medium
- Ease:Medium