Do you want to remind your customers of late payments? CashCollect is for you!

From your CashCollect dashboard, you can click on the envelope ✉️ to send a dunning letter, or on the @ sign to send a manual e-mail reminder.

Clicking opens an empty window in which you can enter the reminder you wish to send. You can also use the templates at the bottom of the window to personalize them before sending your reminder.

💡 The PDF invoice will automatically be attached to the dunning email.

💡 You can create your own email template from this window there. Check out this help article to learn more.

It is possible to dun a same customer simultaneously for several invoices. To do this, check the invoices you want to dun and from the sidebar menu, select Send follow-up.
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It is possible to dun, the same customer, for several invoices simultaneously. To do this, tick the invoices you wish to dun, and from the side menu, click on Send an email or Send letter, depending on the type of follow up you wish to do.

💡 Good to know: grouped follow-up is only possible for 1 same customer.

💡 Very good to know: If you'd like to learn more about bulk dunning, click here

To prevent your invoices from being overdue without further action on your part, you can automate the follow-up of your customers. Learn how to set up your automatic follow-up in this article.

🔷 Once you've set up dunning, you need to activate it for the desired customers from the Customers page. To do this, click on a customer and from the details sidebar, assign Follow-up plan to enable it ✔️

🔷 Once automatic dunning is enabled for a customer, all invoices that fall within the criteria configured on the Follow-up Plan page will be dunned.

🔷 It is possible to disable automatic dunning for a particular invoice in the dashboard, from the invoice detail panel and then unchecking : Follow up plan enabled ✔️

💡 Good to know: the invoices concerned by the automatic follow-ups are identified by a ⚡️ on the dashboard.

On the dashboard page, in the invoice details panel, you can consult the history of actions taken on this invoice. This history will list all modifications made, as well as the latest reminders sent, and by clicking on the reminder in question, you can view the email sent.

💡 Good to know: the last follow-up date is displayed in the Follow-up column of the dashboard.

💡 Good to know: All follow-ups emails are sent by default via collect@agicapcashcollect.com. Feel free to tick the box: Receive a copy to receive copies simultaneously. Any response to your reminder will be automatically sent to the email address associated with your Agicap account 👇

If you would like reminders to be sent to your e-mail address, please connect it to Agicap by following the steps described in the article below: How do I connect my e-mail address to Cashcollect ?
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