Recover overdue invoices with escalating reminders
Run accounts receivable automation with a tiered dunning process that checks open invoices against due dates, sends payment reminders by email, escalates to the account owner, and logs each reminder.
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On a recurring schedule (every [schedule frequency, e.g. daily]), check every open invoice in [accounting/invoicing system] against its due date and calculate how many days each one is overdue. When an invoice crosses a defined overdue threshold, send the matching reminder from a tiered dunning sequence to the customer via [customer email platform], escalating the tone at each successive threshold. Once an invoice passes the final threshold, notify the account owner and finance team through [internal team notification channel — e.g. email, Slack] so they can intervene. Log each reminder sent and its timestamp against the invoice record in [accounting/invoicing system] so the collection history stays auditable.
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Problem
Finance teams manually track which customer invoices have passed their due date and send payment reminders one at a time from a spreadsheet or their inbox. This depends on someone remembering to check aging reports and follow up on schedule, so reminders go out late or get skipped and cash sits uncollected.
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Solution
On a recurring schedule, the automation checks every open invoice in the accounting system against its due date and calculates how many days each is overdue. When an invoice crosses a defined threshold, it sends the matching reminder from a tiered dunning sequence to the customer by email, escalating the tone and, past the final threshold, notifying the account owner and finance team to intervene. Each reminder and its timestamp are logged against the invoice record.
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Impact
Overdue invoices are chased on a consistent schedule without manual tracking, accelerating collections and keeping every account in the follow up cycle.
Benefits
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Faster invoice collection
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Consistent payment reminders
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Reduced overdue balances
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Auditable collection history
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Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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