Organize dunning letters and payment reminders for collections workflowautomatically
Track dunning letters so you can manage collections process and maintain customer payment records.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Organize dunning letters for structured collections workflow and customer management.
- Connect dunning letter folders or collections system exports.
- AI extracts customer names, dunning levels, and overdue amounts.
- Organize by customer and dunning sequence for collections strategy.
Proof: 934 dunning letters organized last month at 95.1% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Dunning tracking: Track dunning letter sequences and levels for structured collections escalation.
Customer management: Organize by customer for relationship management and payment pattern analysis.
Collections strategy: Prepare organized dunning history for collections strategy and legal escalation.
How it works
Dunning letters auto-name to Customer_Dunning-Level_Date_Overdue-Amount.pdf with 95%+ accuracy, ready for collections.
- Connect dunning letter folders or collections system exports.
- AI extracts customer names, dunning levels, and overdue amounts.
- Organize by customer and dunning sequence for collections strategy.
FAQ
Can I handle different dunning letter formats?
Yes. Configure rules for formal letters, emails, and automated reminder formats.
Will it work with collections management systems?
Handles exports from collections systems and integrates with AR aging reports.
How do I track payment promises?
Include promise-to-pay dates and amounts in filenames for follow-up tracking.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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