Collections outreach
Overdue invoices chased in the right tone, on time
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the receivables ledger and the customer records
Ranks overdue invoices by amount, age and the customer's payment history
Drafts the reminders per stage
Drafts the reminder for each account in the tone the stage calls for, from a nudge to a final notice
Logs the responses and the escalations
Records the promises to pay and flags the accounts to escalate to the account manager
Works in
NetSuite, Salesforce, Slack
NetSuite, Salesforce, SlackWhat it does
- Ranks overdue invoices by amount, age and the customer's payment history
- Drafts the reminder for each account in the tone the stage calls for, from a nudge to a final notice
- Records the promises to pay and flags the accounts to escalate to the account manager
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.