Your business isn't generic—your collection process shouldn't be either. Create custom workflows for different customer types invoice sizes and risk levels. Automate the routine. Escalate the exceptions.
Enterprise clients get white-glove treatment. SMB accounts get automated sequences. Set up workflows that match how you actually want to handle each segment.
Define your rules once. Equisettle executes them on every qualifying invoice. Your team only touches the exceptions that genuinely need human attention.
Create as many workflows as you need. By customer segment. By invoice size. By risk level. By industry. No limits on how you want to structure your collection process.
Every trigger condition and action is defined by you. Nothing happens without your approval of the workflow logic. Full control over how your AR process runs.
Trigger workflows based on days overdue invoice amount customer segment risk score payment history—or any combination. Complex logic made simple.
First reminder at 7 days. Second at 14. SMS at 21. Escalation at 30. Set it once and let the workflow handle every invoice that fits the criteria.
Define when invoices need human attention. Amount over £10K? Flag for review. 45 days overdue? Alert the finance director. Automatic escalation based on your rules.
Some customers need phone calls. Others respond to email. Create exception paths that route specific accounts to the right treatment automatically.
Try different timing different channels different messages. See which workflow variations get faster payment. Improve based on results not guesswork.