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About this template
Invoice reminders and escalations at 30, 60, and 90-day intervals are triggered automatically - eliminating manual tracking and ensuring consistent, timely follow-up without team intervention through automated accounts receivable collections. Reaching customers across email, SMS, and internal Teams alerts maximizes the likelihood of contact and response at each escalation stage, accelerating cash collection across your outstanding receivables portfolio.
Key benefits
Inside the flow
appse ai runs this workflow end to end for SAP Business One — automatically, every single day. Here is exactly what happens when this template runs.
Every minute, the system scans SAP Business One for invoices that have crossed the 30, 60, and 90-day overdue thresholds, ensuring no outstanding payment is missed and every follow-up is triggered on time through automated dunning for SAP Business One.
Invoices reaching the 30-day overdue mark trigger a professional reminder email sent via Microsoft Outlook, including invoice number, due date, and outstanding amount, providing a timely nudge through automated invoice follow-up email.
Invoices at the 60-day threshold trigger an SMS reminder sent through Twilio directly to the customer, increasing urgency and reaching contacts through a high-visibility channel for faster payment response.
Critically overdue invoices at 90 days trigger a high-priority alert to your internal collections team via Microsoft Teams, enabling rapid escalation decisions and direct customer outreach for severely outstanding receivables.
For every dunning action, the system retrieves the customer's current contact details from SAP Business One using the customer code, ensuring all communications are always sent to the correct, up-to-date contact.
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Invoice reminders and escalations at 30, 60, and 90-day intervals are triggered automatically - eliminating manual tracking and ensuring consistent, timely follow-up without team intervention through automated accounts receivable collections.
02
Reaching customers across email, SMS, and internal Teams alerts maximizes the likelihood of contact and response at each escalation stage, accelerating cash collection across your outstanding receivables portfolio.
03
Automated, timely dunning reduces days sales outstanding by ensuring no overdue invoice is left unattended - improving cash flow predictability and reducing the need for write-offs on forgotten invoices.
04
Minute-level SAP monitoring ensures every overdue invoice is captured and acted upon regardless of volume, making the process completely reliable as your invoice load grows through SAP Business One accounts receivable automation.
05
All dunning messages are based on live SAP Business One data, ensuring customers always receive the correct invoice details, amounts, and due dates - eliminating disputes caused by incorrect or outdated reminder information.
06
Automatic Microsoft Teams alerts for 90-day overdue invoices put the most critical cases in front of your collections team immediately, enabling faster decisions and reducing the time to resolution.
07
Handle growing invoice volumes and expanding customer bases without increasing collections staff - the automated dunning workflow scales seamlessly with your business as it grows.
01
Invoice reminders and escalations at 30, 60, and 90-day intervals are triggered automatically - eliminating manual tracking and ensuring consistent, timely follow-up without team intervention through automated accounts receivable collections.
02
Reaching customers across email, SMS, and internal Teams alerts maximizes the likelihood of contact and response at each escalation stage, accelerating cash collection across your outstanding receivables portfolio.
03
Automated, timely dunning reduces days sales outstanding by ensuring no overdue invoice is left unattended - improving cash flow predictability and reducing the need for write-offs on forgotten invoices.
04
Minute-level SAP monitoring ensures every overdue invoice is captured and acted upon regardless of volume, making the process completely reliable as your invoice load grows through SAP Business One accounts receivable automation.
05
All dunning messages are based on live SAP Business One data, ensuring customers always receive the correct invoice details, amounts, and due dates - eliminating disputes caused by incorrect or outdated reminder information.
06
Automatic Microsoft Teams alerts for 90-day overdue invoices put the most critical cases in front of your collections team immediately, enabling faster decisions and reducing the time to resolution.
07
Handle growing invoice volumes and expanding customer bases without increasing collections staff - the automated dunning workflow scales seamlessly with your business as it grows.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.
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