AI workflows for collections and payment disputes.

Following up overdue invoices and answering disputed or charged-back payments with the evidence behind them.

Who does this work

  • Collections specialist
  • Credit controller
  • Accounts receivable manager

3 workflow templates ready to adapt, and 3 workflows identified.

Updated

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Examples of the workflows identified
  1. Prepare a payment dispute response
  2. Prepare overdue invoice follow-ups
  3. Prepare the brief for a collections call

The workflows identified

Prepare a payment dispute responseGives the finance or support lead the dispute matched to the order, an evidence index, the customer history and a draft response.Workflow templatePrepare overdue invoice follow-upsGives finance a follow-up plan for every overdue invoice with recent payments and disputes checked first, and drafted reminders for the rest.Workflow templatePrepare the brief for a collections callGives the caller one page on a customer's overdue invoices: each open invoice and its age, past promises against the payments received, open disputes and credit notes, who to ask for and the questions to settle, then writes up what the call agreed for a person to confirm.Workflow template

Workflow templates

Chargeback response packWhen a card dispute lands, the store owner or finance lead gets one pack: the dispute matched to its order, the evidence its reason calls for marked found or missing, a response drafted well inside the deadline, and the store's dispute ratio for the month. A person decides whether to contest and submits it.Workflow templateCollections call briefBefore you phone a customer about overdue invoices, one page sets out every open invoice and its age, what they were told and promised, any dispute or credit note still open, who to ask for and the questions to settle. After the call, what was agreed is written up for a person to confirm.Workflow templateOverdue-invoice follow-up preparationEvery overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.Workflow template

Request this workflow

Tell us the collections and payment disputes work you need and the team that does it. We reply by email about building the workflow with you, from your own procedures.

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Where to go next

All of billing, receivables and collectionsThe broader area this belongs to, with its workflows.All of finance and accountingEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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