Omni
Old receivables: $120K down to $45K
A mechanical contractor in the $8M range carried $120K in bills over 60 days old. An invoice follow-up agent now works a set ladder. It logs each invoice and its payment history. It checks receipt at day 7. It sends a friendly reminder with a pay link at day 20. It notes the due date at day 30 and adjusts tone to the payer's history. It escalates at day 37 and flags the account for a human. At day 45 it sends a final notice. At day 50 a person takes over with the full log. After three late payments, it flags the account and suggests deposit terms.
How it wentIn 90 days, bills over 60 days old fell from $120K to $45K. Average collection time fell from 58 days to 34 days. The owner calls it a collections person who never forgets to follow up (vendor's figures; the client is not named).
Try it · based on the source's workflow
Run invoice follow-up for [company name] from [accounting tool]. For each open invoice, follow this ladder and show me every message before it sends: day 7, confirm the client got the invoice; day 20, a friendly reminder with the pay link; day 30, a due-date note; day 37, escalate and flag it to me in [Slack or email]; day 45, a final notice that the account may go on hold. After day 50, stop and hand me the full message log. If a client pays late three times, flag the account and suggest deposit terms. Never threaten legal action and never change an amount.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.