Collections that check the inbox first
“Send a reminder to every customer more than 60 days overdue.”
- Reads
- The receivables aging report in ERP•AI and each customer’s email history.
- Finds
- Five of the 14 customers shouldn’t get a reminder. Three have an open dispute over a short shipment, and two are still waiting for a corrected invoice from you.
- You get
- Nine reminders, two corrected invoices, and a dispute summary for each account owner.
Nothing is sent until you approve it.