Collections & Dunning Automation
Follow up consistently without losing track of customer conversations and payment promises. Collections and dunning in Quick Receivable are built around a shared AR inbox and a standard reminder cycle tied to every invoice.
Accounts Receivable Email Automation
Keep AR emails in one shared inbox instead of scattered across personal mailboxes. Emails are organized by type, so your team can quickly find the right conversation.
- Ready-made templates cover the collection cycle, from an early reminder to a final notice.
- More templates cover common cases, like a broken promise or a dispute confirmation.
- Filter the inbox by sender, subject, or category to find any email fast.
Dunning & Payment Reminder Cycle
Dunning reminders follow each invoice through the payment cycle. Quick Receivable sends the right reminder at the right time.
| Stage | When it's sent |
|---|---|
| Early reminder | Before the invoice is even due |
| Due reminder | A friendly nudge right at the due date |
| Past-due reminder | Firmer in tone once payment is late |
| Final notice | The last step in the standard cycle |
| Broken-promise follow-up | Sent when a promised payment date passes unpaid |
Promise-to-Pay Tracking
When a customer promises to pay, your team can record the promised amount and date directly on the invoice. The promise stays connected to the invoice and account.
- A Promised Amount and Promised Date are recorded on the invoice.
- If the date passes without payment, it counts toward the account's Broken Promise total automatically.
- A Broken Promise Follow Up email template is ready to send as soon as that happens.
Dispute Interaction
A disputed invoice behaves differently from a normal past-due invoice: collection reminders can pause while a dispute is being resolved, so customers aren't chased for an amount they've formally disputed. See Dispute Management for the full workflow.
Where AI Fits In
If a customer doesn't respond to email, Quick Receivable can place an AI Collection Call directly from the account, either a Broken Promise Call or a routine Invoice Follow-Up Call. Every call logs its outcome and sentiment. See AI Features for the full set of AI-powered collection tools.
Setting up your first dunning cycle? Start with Step 6 of Getting Started, then come back here to fine-tune templates and timing.
Want help designing your dunning cycle?
Reach us at info@quickreceivable.com or through our Contact Us page, or book a free demo.
