Automated Multi-Channel Dunning | SAP Business One Invoice Follow-Up via Email, SMS & Teams
Bi-directional (Bidirectional)
Apps Required
No-code and low-code platform
Explore how the templates work
Automated Overdue Invoice Monitoring
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.
30-Day Overdue: Friendly Email Reminder
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.
60-Day Overdue: SMS Escalation via Twilio
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.
90-Day Overdue: Internal Escalation via Microsoft Teams
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.
Real-Time Customer Data Lookup
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.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New items created | Triggered when a new item is created in the SAP B1 |
| New deliverynotes created | Triggered when a new delivery note is created in SAP Business One. |
| Items price updated | Triggered when a existing item prices are updated in the SAP B1 |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
Streamline Your Order Process with Automation
Fully Automated Collections at Every Stage
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.
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Multi-Channel Reach for Faster Payment
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.
Improved Cash Flow & Reduced DSO
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.
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Zero Missed Follow-Ups at Any Scale
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.
Accurate Customer Communications Every Time
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.
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Faster Internal Escalation for Critical Cases
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.
Scalable Collections Without Adding Headcount
Handle growing invoice volumes and expanding customer bases without increasing collections staff - the automated dunning workflow scales seamlessly with your business as it grows.
7
1
Fully Automated Collections at Every Stage
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.
2
Multi-Channel Reach for Faster Payment
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.
3
Improved Cash Flow & Reduced DSO
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.
4
Zero Missed Follow-Ups at Any Scale
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.
5
Accurate Customer Communications Every Time
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.
6
Faster Internal Escalation for Critical Cases
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.
7
Scalable Collections Without Adding Headcount
Handle growing invoice volumes and expanding customer bases without increasing collections staff - the automated dunning workflow scales seamlessly with your business as it grows.
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