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appse ai scans Dynamics 365 Finance and Operations daily and chases overdue invoices by email at 30 days, SMS at 60 and internal escalation at 90.
Apps used in this template
About this template
Collections work is a queue that never empties. Someone pulls the aged debt report, works out which invoices crossed a threshold this week, finds the right contact, writes the chaser, and repeats it next week for the ones that did not pay. The reminders that get sent are the ones there was time for. This template runs the whole sequence daily and changes channel as the debt ages, so nothing is chased late because a person was busy.
Key benefits
Inside the flow
appse ai runs a daily scan of open accounts receivable in Dynamics 365 Finance and Operations and splits the results into three ageing buckets calculated from the invoice due date. Invoices at 30 days receive a polite email reminder through Microsoft Outlook. Invoices at 60 days receive a direct SMS through Twilio. Invoices at 90 days stop receiving automated messages entirely and raise an internal alert in Microsoft Teams instead.
appse ai runs on a daily schedule and begins a scan of outstanding receivables without anyone pulling an aged debt report. Every open invoice is assessed on the same cycle, so nothing is missed because a person ran out of time.
appse ai splits into three concurrent paths and calculates the exact date thresholds that isolate invoices at 30, 60 and 90 days past due. Buckets are derived from the due date rather than from a static report, so an invoice moves band the day it crosses the line.
For each bucket, appse ai queries Dynamics 365 Finance and Operations for the delinquent invoice amounts and the current customer contact details. Chasers therefore go to the contact on the account today, not to whoever was on last quarter's list.
Customers in the 30 day bucket receive a polite reminder from Microsoft Outlook addressed to the accounting contact on the account. Most overdue invoices at this stage are an oversight, and a standard channel reminder clears them without straining the relationship.
At 60 days appse ai bypasses the inbox and sends a firmer message through Twilio as an SMS or WhatsApp message. This is the point where email has demonstrably not worked, and a direct message reaches a person who is not reading the reminder thread.
At 90 days appse ai stops sending the customer automated messages and raises a Microsoft Teams alert to the account manager and the finance team instead. Severely overdue accounts get a human judgement about credit risk rather than another templated chaser.
Chase every overdue Dynamics 365 Finance and Operations invoice on time, on the right channel, and hand the serious ones to a person.
01
Escalating from email to direct SMS at the point email stops working captures attention earlier in the ageing curve.
02
No one downloads an ageing report, cross-references contacts or writes individual chasers each week.
03
Communication shifts platform as delinquency deepens rather than repeating the same email into an inbox that is being ignored.
04
Ninety day balances stop automated messaging and route to the account manager and finance in Microsoft Teams for a credit decision.
05
Every message uses the contact record read from Dynamics 365 Finance and Operations at send time rather than a static distribution list.
06
A tiered sequence applies the right level of firmness at each stage, which protects the relationship on accounts that simply forgot.
07
Coverage no longer depends on how much of the ageing report someone got through, so small balances are chased as consistently as large ones.
01
Escalating from email to direct SMS at the point email stops working captures attention earlier in the ageing curve.
02
No one downloads an ageing report, cross-references contacts or writes individual chasers each week.
03
Communication shifts platform as delinquency deepens rather than repeating the same email into an inbox that is being ignored.
04
Ninety day balances stop automated messaging and route to the account manager and finance in Microsoft Teams for a credit decision.
05
Every message uses the contact record read from Dynamics 365 Finance and Operations at send time rather than a static distribution list.
06
A tiered sequence applies the right level of firmness at each stage, which protects the relationship on accounts that simply forgot.
07
Coverage no longer depends on how much of the ageing report someone got through, so small balances are chased as consistently as large ones.
Keep exploring
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Questions & answers
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