Automated payment reminders and dunning: collect receivables faster, improve liquidity, preserve customer relationships.
Outstanding receivables are one of the biggest drains on SMB liquidity. On average, 23% of all invoices are not paid within the payment deadline. But manual follow-up is time-consuming and uncomfortable — nobody enjoys writing dunning letters.
Without systematic receivable management, weeks often pass before a first reminder is sent. Every day of delay costs liquidity and increases default risk. At the same time, tone and timing must be right: too-aggressive dunning damages customer relationships, too-gentle reminders go unnoticed.
Small teams especially rarely have a person dedicated solely to open items. Dunning gets done between other tasks — or is forgotten entirely.
Our dunning workflow automatically monitors all outstanding receivables and sends time-triggered reminders in escalating severity. The first friendly reminder goes out 3 days after due date, the second after 10 days, the formal dunning letter after 21 days.
Each reminder is personalized: customer name, invoice number, amount, and due date are automatically inserted. The tone adapts to the escalation level — from collegial to formally assertive. For VIP customers, escalation can be manually paused.
All actions are logged in the CRM: who was reminded when, which invoices are still open, which were paid. A weekly receivables report gives management a clear overview of customer payment behavior.
Yes, you can individually configure escalation levels, waiting periods, and tone per customer group. VIP customers can be exempted from automatic dunning.
The workflow reconciles with your bank data daily. As soon as a payment is received, the invoice is marked as settled and further reminders are stopped.
German and English are available by default. Additional languages can be added via custom templates.
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