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Collections

This bot executes collections workflow on past due invoices.

Industry:

Accounting

Finance

All Industries

Function:

Accounts Receivable

Steps

  1. Login to Accounting/ERP system.
  2. Get list of all invoices 90 days past due.
  3. Check history for last letter sent.
  4. Send next letter in workflow or send to collections agency.
  5. Update note in invoice.
  6. Update Exceptions and Results log.

Benefits

No items found.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

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