This autonomous tool facilitates the management of notices and claims for overdue and due invoices. The module analyzes and detects your customers' overdue invoices and automatically sends e-mails to activate their collection.
The system also analyzes if after sending the notice, the client cancels the debt within a specific period, if not, it will send again an e-mail requesting the payment of the vouchers.
The system allows the user to indicate the e-mail message to improve communication with the customer.
E.g. “Notification of Overdue Invoices”
E.g. “The following is a list of overdue vouchers. These must be cancelled within the next 10 days or the account will be suspended”.
- Copy of the e-mail:
To notify the collection manager with a copy to show that the system has sent an automatic e-mail to the customer e.g. 'firstname.lastname@example.org'.
- Notification according to the days of the voucher being overdue:
The tolerance in days of expiration of the invoices is indicated. If the established time is exceeded, an e-mail will be sent to the client.
- Days to forward notification:
If the client does not cancel the debt and the indicated days are exceeded, the system will again send an email claiming the payment.
- Record of new events in client:
At the time of sending the notification, the system automatically registers a new event, informing in this case 'Claim for Non-Payment', allowing the user to list these events and activate the claim by phone later.