Failed payment dunning is the manual process of identifying overdue invoices, sending reminder emails at escalating stages, and tracking customer responses. Manual dunning consumes weekly and delays collections by 14 days on average.
Automated dunning classifies invoices by age and customer segment, sends templated reminders automatically, and reconciles payments in real time. Collections cycle time drops to 24 days, and the team focuses only on genuine disputes and escalations.
The full workflow, from trigger to completion.
The automation platform monitors daily and detects when an invoice becomes unpaid and reaches a defined age threshold (e.g. 7, 14, or 30 days overdue).
The automation retrieves the invoice amount, customer name, email, and payment terms to populate the dunning message.
The automation evaluates the invoice age and payment history to assign the appropriate dunning stage (first reminder, second reminder, or final notice) and select the matching template.
The automation generates a personalized email using the selected template, inserts invoice details, and sends it to the customer contact.
The automation records the dunning attempt, timestamp, and stage to maintain a complete audit trail of customer outreach.
The automation checks for incoming payments and updates the invoice status automatically when payment is received.
If an invoice remains unpaid 30+ days after the final dunning email, the automation sends a alert to the finance manager with customer details and recommended next steps.
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