
Use case:
Dunning Process Tool
COMING SOON!
Challenges:
Following up with customers who do not pay even after automated dunning takes considerable time
- Automated dunning sequences do not ensure all customers pay
- Fallback is manual dunning - which means sending emails individually and escalating
- Process is time consuming and tricky because Finance has first to check whether the invoice got paid in the meantime
Capabilities:
The solution: a custom internal tool to manage the dunning process built on top of Airtable and Make:
- 1 click to import all unpaid invoices
- Filter invoices based on internal logic - e.g. start manual dunning only for unpaid invoices overdue by 40 days
- Send reminder emails directly from Airtable
- Monitor and report process performance
Outcomes:
The result: processing times reduced by 3-5x while giving Finance more control and oversight:
- Process time reduced to less than 30 minutes each week
- Clear overview of process efficiency - e.g. steps and time required to get paid
- Potential for future automations and templating to further improve process
Automate your dunning process