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Dunning

Dunning & Collections

Dunning

Define your dunning policies: entry conditions, minimum balance, levels triggered by days overdue and the actions attached to each, run automatically or manually. A collection plan is created for every overdue invoice or customer and progresses level by level until the debt is recovered or the plan closes. Plans can be paused, stopped or switched to another policy, payments retried and subscriptions suspended, all tracked from the collection plan list.

KPI (internal DWH)

Revenue Dashboard

Invoice studio

CPQ

SEPA direct debit

Multi-PSP orchestration

Dunning

Accounts Receivable

FEC export (France)

Standard accounting exports

Cash Collection Optimizer

Marketing Optimization

Sales Recommendation Engine

The Guardian

The Referee

The Alchemist

The Scout

Twilio

S3 Storage

SIPS (Worldline)

Slimpay

PayPal

Ingenico

Stripe

Mollie

GoCardless

Airwallex

Salesforce

HubSpot

Pennylane

Xero

Exact Online

QuickBooks

DocuSign

Yousign

Segment

Zapier

Metabase

Avalara

I'm interested

Key features

Invoice-based or customer-based dunning mode

Configurable levels, actions and email templates

Collection plans tracked, paused or stopped

Payment retry and subscription suspension actions

Expert reviews

Arnaud D.

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"Reminders go out on their own at the right levels, so the team only steps in on the cases that really need it."

Béatrice K.

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"Switching to customer-based mode ended the multiple letters sent to the same payer for several invoices."

Florian S.

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"Being able to pause a plan during a negotiation and resume it where it left off has spared us many mistakes."

Information

Category

Dunning & Collections

Availability

Available now

Interested?

Our team is available to present the solution and answer your questions.

I'm interested

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