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September 2023 - Sequenced Group Follow-up
September 2023 - Sequenced Group Follow-up
Orane Bayard avatar
Written by Orane Bayard
Updated over a year ago

🆕 Introduction

In Agicap CashCollect, follow-ups have evolved with the ability to chase multiple invoices while adjusting the level of follow-up based on the age of the oldest invoice. This update addresses a growing demand from our users and adds an additional option to your collection process.

💡 Benefits of these new follow-up methods

Dynamic adjustment of follow-up level: Before this update, you either had to follow up invoice by invoice or send all invoices at regular intervals without distinguishing the follow-up level. Now, CashCollect adjusts the follow-up level (R1, R2, R3) based on the age of the oldest invoice in the batch, allowing you not to send 10 emails for 10 different invoices but still maintain a sequential aspect to indicate increasing delays.

Time-saving: No more need to manually sort invoices or create follow-up sequences for each invoice. This new feature allows you to chase multiple invoices at once while ensuring the tone used is appropriate.

Improvement in your business relationship: By avoiding sending 10 emails for 10 overdue invoices, you preserve your business relationship while signaling to your client that this group of invoices is becoming increasingly overdue.

⚙️ How to use this new feature?

Go to "Follow-ups > Follow-up Plan > Create a New Plan > Escalation" and select "By group of invoices." CashCollect will then assess the age of the latest invoice and automatically adjust the follow-up level. The process is smooth, intuitive, and designed to make your collection work even more effective.

Try out this new feature today and optimize your collection process with Agicap CashCollect!

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