Billing recovery process

Created by Bubblz team

The collection process allows you to insure the follow-up of payment of your client invoices. Save time by automating the sending of reminder emails to your clients in case of non-payment. Oversee all your current reminders and contact your clients in punctual way. Keep a traceability of all reminder actions made.

Billing recovery in case of outstanding

Your customer did not pay you all in good time ? Start a collection process. You can do it through two ways:

  • The person in charge of the collection can initiate a project on the platform
  • Internal collaborators can make a demand directly via a public page available on your intranet.

The first stage is to send a first reminder by mail to the client and to indicate a date of maturity to his reminder. The client receives a link redirecting him to a public page on which he is able to upload a payment confirmation.
If the allocated time is not respected by the client, you will have to send him a second reminder with a new date of maturity.

If the client persists in not paying the invoice, the file will have to move on in the process. You will have to write, upload and send a formal notice to your customer. All these actions can be done automatically. If the formal notice does not get any answer, you will have to initiate an injunction. The process is enclosed once the invoice is paid.

Pourquoi utiliser ce process ?

  • Oversee all unpaid invoices of your clients;
  • Contact them automatically in case of persistence of non-payment;
  • Keep a traceability of reminders.

    Gagnez 73 minutes par projet

    Importer ce process gratuitement