Identifies overdue invoices, prioritizes, triggers the right communication path.
Activation complexity
Medium
Time to activate
10-14 days
Volume share
70-85% of role volume
Impact range
30-60% faster
Inherited pricing
€0.80 – €2.20 per invoice actioned
This capability shares the AR Specialist's metered unit. A invoice actioned is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Invoice Collection is the always-on collections cadence. The agent scans aging reports, prioritizes by age + value + customer tier, sends approved follow-up communications through the right channel, and escalates where human judgement is needed.
Workflow summary
Detects overdue, prioritizes, sends follow-up, tracks response, escalates.
Stages
Decision logic
Uses overdue state and account context to determine the right follow-up sequence.
Systems and data
{ERP,accounting,CRM,email}
{"invoice age","account status","payment history","dispute flags"}
Exceptions & human handoff
High-value, disputed, or legally sensitive cases route to finance leadership.
Invoice value above threshold, existing dispute, legal hold, or repeated non-response.
Readiness
Approved collections policy, ledger access, communication templates ready.
Owner on client side · Finance Ops Lead
Impact contribution
50-70% of role time reduction comes through collections cadence automation.
Primary KPI · Collections cycle speed · 30-60% faster
The chat opens with AR Specialist and Invoice Collection pre-selected. You can add other capabilities during the conversation.