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Customer payments, aged receivables and reminder schedules, with the customer's wider state visible: open tickets, renewal date, contract terms.
Reminders can be held where the relationship warrants it, and the hold is recorded rather than being a favour somebody remembered.
Because the reminder is sent by a system that knows the invoice and nothing else. It goes out on day thirty-one to a customer mid-renewal, or to one whose P1 ticket has been open for a week, and it reads as tone-deaf because it is.
The account manager then apologises for their own finance function, which is a poor use of a relationship.
Finance can see why an invoice is disputed before sending a third reminder — often the answer is an open ticket, and the record shows it.
Sales can see what is owed before a renewal call. Neither has to ask the other, which is the interaction that usually does not happen.
It does not make collections calls or hand debts to an agency. It schedules and records reminders.
It also will not decide your credit policy. Terms come from the contract, and whether to extend them stays a judgement.
Start with a schedule you would be comfortable receiving. Most default cadences are more aggressive than the company sending them realises.
Agree who can hold a reminder, and make holds visible. An informal hold is how an invoice ages ninety days without anyone deciding it should.
Invoice state from invoicing, contract terms from Flow, support state from Desk. Payment state is written back to the customer record so it is visible without ledger access. Aged reporting reads the real dates on real invoices, which is only useful if the import brought those in accurately.
Customer payments, aged receivables and reminder schedules, with the customer's wider state visible: open tickets, renewal date, contract terms.
Finance can see why an invoice is disputed before sending a third reminder — often the answer is an open ticket, and the record shows it.
It does not make collections calls or hand debts to an agency. It schedules and records reminders.
Start with a schedule you would be comfortable receiving. Most default cadences are more aggressive than the company sending them realises.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.