September 30, 2024
4 min read
Following up on unpaid invoices is tedious but necessary. Without automation, collection calls and emails happen inconsistently—some customers get followed up promptly, others slip through the cracks until balances age significantly.
We automated collection communications so reminder emails are sent automatically based on invoice aging, with escalating tone and escalation to different contacts as balances age further.
Scheduled processes identify invoices past due and send templated emails based on aging buckets. Different templates apply at different aging thresholds, and the system tracks all collection activity for reporting.
Consistent follow-up on all past-due invoices
Reduced DSO through timely reminders
Collection activity logged for visibility
Staff time freed from routine follow-up emails
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