Collections and Dunning
Work the AR aging on a fixed cadence with escalating reminders that stop the moment a payment lands.
Tools
NetSuite, Zuora, Stripe, Microsoft Dynamics 365 Finance
Outcomes
Days sales outstanding trend visible every week • Reminders stop the day a payment clears • Disputed balances kept out of the dunning run
Documentation
Instruction-ready detail below
Collections depends on whoever happens to notice the aging report, and that person is usually busy. Invoices reach ninety days before a single reminder goes out, by which point the customer has often already raised a dispute. Cash forecasts absorb the surprise, and the write-off conversation arrives too late to matter. The workflow gives collections a fixed cadence instead of a reaction. The AR aging is segmented by days past due, and each segment has its own contact schedule rather than one blanket chase letter. Before anything is sent, the account is checked for open disputes, credit notes, and payments received in the last week, so nobody is chased for an invoice that is already resolved. Every reminder is logged, which means the account manager can see the history and the controller can see how many attempts have been made. When a payment lands, the reminders for that customer stop the same day. A person still approves the send, handles disputes, and decides when a balance is written off.