Know who to follow up with
Overdue invoices and payment commitments ranked by risk, not just by age.
Flowwiz / Receivables teamsLess chasing.
[For receivables teams]
Less chasing.
Better follow-ups.
Reminders, replies, promises to pay, and disputes on one timeline, with the reason an invoice is unpaid in front of you.
Read the reply properly
A payment promise and a dispute need different next steps, and the difference matters.
Keep the owner informed
Exceptions routed with context, and the account timeline updated as the work moves.
The day
From reminder sequence to account decision.
The objective is not more reminders. It is to spend attention on the accounts that need it and leave the rest alone.
- 01See the work
Overdue invoices, promises due, and disputes in one queue.
- 02Read the reply
Promises, disputes, queries, and remittance details separated automatically.
- 03Choose the step
Light touch, active follow-up, internal chase, or route to the account owner.
- 04Update the record
Timeline, reminder state, and owner notification kept in step.
Your queue · today4 items
Northstar Studio$4,800Reminder paused
Atlas Services$8,400With account owner
Meridian Labs$12,250Escalated
Brightwell Group$6,000Reconciled
FAQ
Before you go further.
Can we keep our collection process?
Yes. Sequences, timing, tone, and escalation points are configured around the responsibilities your team already has.
What happens to customer replies?
They are classified and attached to the account, so a promise pauses the sequence and a dispute stops it and raises a task.
Do we lose the personal relationship?
No. Mail sends from your own domain and the account owner stays in the loop. The difference is that the routine chasing no longer needs their time.
How do we handle a customer who always pays late?
Risk scoring surfaces them earlier, so the follow-up starts before the invoice is overdue rather than after.
Can we see what was sent?
Yes. Every reminder, reply, promise, and decision sits on one timeline per customer.
Start
See it with your team’s context.
Bring your workflow, your systems, and who approves what.