Automation

Collection - Smart Dunning

The Escalation Ladder

Intelligent collections automation that preserves relationships while accelerating cash flow.

Duration: 3-4 weeks

Overview

Our Smart Dunning system automates collections through tiered email campaigns, automatic late fee journal entries, and VIP customer exception handling. High-priority accounts get flagged for white-glove treatment while standard accounts move through automated escalation.

The Escalation Ladder

Progressive automation with intelligent VIP handling

1

Day 1 Overdue

Automated Tier 1 friendly reminder email

2

Day 15 Overdue

Tier 2 firm email + automated late fee journal

3

Day 30+ Overdue

Dashboard alert for high-priority VIP handling

Pain Points We Solve

Collections team overwhelmed with high volumes

VIP customers receiving generic collection emails

Late fees applied inconsistently

No visibility into high-priority overdue accounts

The Solution

We implement a scripted collections workflow that sends tiered email campaigns based on aging, automatically posts late fee journals per your policy, identifies VIP accounts for manual handling, and creates a collections dashboard with priority alerts.

Technical Highlights

Tiered automated email campaigns

Dynamic late fee calculation and posting

VIP customer exception logic

Priority collections dashboard

Business Impact

Reduced DSO (Days Sales Outstanding) by 12 days

Increased cash collection by 25%

Preserved VIP relationships

Freed collections team for strategic accounts

Technologies Used

SuiteScript 2.1Workflow AutomationSaved SearchesEmail Templates

Ready to Transform Your NetSuite Operations?

Let's discuss how we can tailor this solution to your specific business requirements and deliver measurable results.

InvoQ Technologies — NetSuite · Automation · Compliance · Cyprus