Overdue receivables
$376K
-6.8% vs last week
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Interactive demo· Try the search, filters, record selection, and primary action
Sales · Orders
Collections follow-up
Past-due receivables are grouped by customer and aging bucket, and the agent sends each reminder email and text on schedule.
Book a demoCollections follow-up
Ledger connectedAR Collections · Sales · Orders
Accounts to contact today
18
11 completed this morning
Promise-to-pay amount
$104K
Due within 7 days
61+ days overdue
5
2 in legal review
Today’s contact queue
Today's collections queue
Account detail
Redwood Market
- Aging bucket
- 16–30 days
- Balance due
- $22.8K
- Next action
- Verify promised payment · Sep 9
Contact timeline
Current statePayment promise recorded
Payment promise$22.8K · Verify promised payment · Sep 9
Promise to pay
Current stateNext action · Verify promised payment · Sep 9
Ledger sync
Work queue16–30 days · $22.8K
Promise-to-pay record
- Promised amount
- $22.8K
- Follow-up
- Verify promised payment · Sep 9
Collection signals
Ledger sync- Account DSO
- 41 days
- Last payment
- Aug 12
- Disputed invoices
- 0
Aging balance mix16–30 · 58%
Customer contact
Review the email before sending it to the account contact.
Schedule next action
Verify promised payment · Sep 9
Workflow
What this app handles
Review the current state of today's collections queue and complete “Run reminder schedule” from the same workspace.
Account / Aging bucket
Connect the two source records needed for today's collections queue and keep them current.
Overdue receivables
$376K is calculated from the current worklist. -6.8% vs last week.
Balance due / Next action
Review evidence and status on each item, with exceptions brought to the front.
Run reminder schedule
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- QuickBooks
Ledger and payment data
- Salesforce
Customer, deal, and service data
- Gmail
Email read and send
- Twilio
Messaging sync
- Bank transaction feed
Payment matching and balance updates
- Payment processor
Payment requests and completion status
Related apps
Apps used with this workflow
- Sales · Orders
Customer credit limits
Each customer carries a credit limit next to its open balance, and the agent holds any order that would push past it.
- Sales · Orders
Deal pipeline board
Prospects sit in stages, and the agent moves them along from what it reads in email and quote history.
- Sales · Orders
Sample request tracker
Samples sent to prospects sit in one table with their replies, and the agent follows up after two weeks of silence.
TAILORED IMPLEMENTATION
Bring Collections follow-up into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.