Receivables follow-up and reminders
Open invoices are scanned every day, customers get a reminder in the right tone, and those who pay drop off the list.
Typical targets; the real figure is measured in the pilot.
- Every dayOpen invoices scanned automatically
- Before it is lateTarget timing for the reminder
- Days, not weeksTarget time to notice an overdue amount
The problem
Every week you open the sheet to see whose due date has passed. Calling to remind takes time, and with some customers you would rather not call at all. Some receivables get forgotten, and cash flow gets tight because of it.
Who it is for
- Wholesale and production firms selling on credit
- Businesses with regular collections such as subscriptions or rent
- Service firms such as consultancies and agencies
- Schools, courses and gyms that work with fees
What it does
Daily scan
Every morning open invoices and due dates are checked.
Reminders by group
Customers whose due date is near, just passed or long overdue get different messages.
Tone templates
Message templates in polite, clear and firm tones are written in your own voice.
Several channels
Messages go by email, WhatsApp or SMS. You choose which one each customer gets.
Paid ones drop off
Once a payment is recorded, the customer leaves the reminder list on its own.
Risk summary
The manager gets total receivables, the overdue amount and the customers that need attention.
What routine work costs
Set three numbers. If 60% of the routine work is automated, see roughly how much time and money is left each year.
Department
Example routine task: Invoice entry, reconciliation, collections follow-up
Automation rate is fixed at 60%, with 22 workdays a month.
Estimated gain
- Yearly saving
- ₺364,500
- Hours saved per year
- 1,426 hours
- Full-time equivalent
- 0.7
This is an estimate; the real figure is measured in the free analysis.
How we deliver it
- 01
We check where the data lives
We find out which sheet or program holds the invoice and due-date data and how it can be read.
- 02
We write the rules and messages
Together we decide how many days before and after the due date, and in which tone, messages go out.
- 03
We send to you first
In the first days messages go to you, not to customers. We fix the wording and timing together.
- 04
We open it to customers
After your approval the real reminders start. The manager summary goes live the same day.
Works with
Questions
Do we need to change our accounting software?
No. We read invoice data from a sheet, an exported file or a program that can be connected. We look at which one fits at the start.
Will it upset our customers?
You choose the tone. Firm messages are not the default. You can take any customer off the list, or stop messages from going out without approval.
How long does setup take?
A first working version is usually ready in 1-3 weeks. It depends on the state of the data source and how many channels you want.
Customer data and KVKK?
Phone, email and debt details are used only for reminders. We limit access and set up message permissions in line with KVKK.
What if the rules change?
We update the number of days, the tone or the channel whenever you want. Maintenance support continues.
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Receivables follow-up and reminders