Debt Collection
Manages defaulting clients more easily and intuitively through a structured collection process.
Workflow Steps
Step 1 - Identify Delinquent Account
The system automatically flags invoices that are past their due date by a specified number of days (e.g., 30 days) and moves the account into the "Collections" state.
Step 2 - Automated Reminder Series
An automated series of increasingly firm emails and/or SMS messages are sent to the client over a set period (e.g., days 30, 45, and 60).
Step 3 - Internal Collections Call
If the debt remains unpaid after 60 days, a task is created for an internal collections agent to personally call the client to arrange a payment plan.
Step 4 - Formal Demand Letter
If the debt is still outstanding at 90 days, a formal demand letter is automatically generated and sent via certified mail.
Step 5 - Escalate to Agency/Legal
After a final internal review at 120 days, the account is automatically packaged with all communication history and escalated to a third-party collection agency or the legal department.
The Purpose of Debt Collection
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