Automated Invoice Collections

Collection Sequence

Go to Finance → Settings → Collections. Configure a multi-step reminder sequence: Day 3 → gentle reminder. Day 7 → firm follow-up. Day 14 → escalate to account manager. Day 21 → alert leadership.

Stop Rules

The sequence automatically stops when: payment is received, a payment plan is arranged, or the invoice is manually marked as handled. No more reminders after resolution.

Channel Selection

Each step can use a different channel: email for day 3, WhatsApp for day 7 (more urgent), phone task for day 14. Match the urgency to the channel.

Collection Dashboard

The Finance module shows a real-time collection dashboard: total outstanding, aging buckets (0-7, 7-14, 14-30, 30+ days), and at-risk invoices requiring attention.