Rank overdue accounts each morning by balance, days past due, payment history and dispute status, so collectors start with the cash most at risk. Collectors can reorder with a reason.
- Impact:High
- Ease:High
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Use cases
Workflow: AR collectionsClear workflow filter: AR collections
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
Read remittance advices and bank references, match receipts to open invoices, and post confident matches; partial, short or unidentified payments go to a person.
- Impact:High
- Ease:High
Classify incoming disputes by reason (pricing, quantity, service, billing error, missing PO) and route each to the team that can resolve it, with the invoice and contract details attached.
- Impact:High
- Ease:Medium
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
Group resolved disputes each month by cause, product, customer segment and billing source, and highlight the upstream fixes that would prevent the largest share.
- Impact:Medium
- Ease:Medium
Suggest the likely customer and invoices for unidentified or partially matched receipts, using payer name, amount patterns and open balances, for an analyst to confirm.
- Impact:Medium
- Ease:Medium
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
Recommend accounts for escalation, agency referral or write-off review based on age, contact history, dispute status and customer status, with the supporting history attached for the approver.
- Impact:Medium
- Ease:Low