Finance · Workflow

Due invoice to collected cash

Reminders follow your dunning policy and stop when a customer disputes, promises to pay or asks for a person.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
An invoice reaches a dunning step by offset days from its due date.
2
The Collections Reminder Assistant drafts a reminder in the customer's language within approved templates, with AI disclosure.
3
Consent, quiet hours and frequency caps are checked before sending.
4
Replies are classified as paid claim, promise, dispute, question, opt-out or request for a person.
5
A dispute pauses outreach on affected invoices and opens a Desk ticket; a promise to pay schedules a follow-up.
6
Payment plans and write-offs are proposed with evidence and need human R4 approval.

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