Quick answer
Quick answer
Workflow overview
Start with data fixes: wrong entity and missing PO are field and coordination problems, not AR magic.
Cadence beats heroics when invoices are correct.
Visual workflow steps
Ordered phases your team can operationalize as SOPs, dispatch rules, and automation triggers.
Step 1
Pre-collections hygiene
Validate invoice payload completeness.
Return non-payable invoices to ops queues.
Step 2
Day 0-7 reminders
Automated polite nudges for SMB.
Include pay links and references.
Step 3
Tier-2 owner outreach
Strategic accounts get human review.
Account manager owns relationship-sensitive asks.
Step 4
Dispute logging
Finite codes; required notes.
Trend disputes monthly into upstream fixes.
Step 5
Escalation policy
Amount and age thresholds.
Legal path only when operational remedies exhausted.
Operational objectives
- Predictable cash without burning trust
- Disputes become product feedback
Recommended KPIs
DSO by tier
Different tactics for enterprise vs SMB.
Role responsibilities
AR lead
Owns cadence scripts and tier thresholds.
Account owner
Owns strategic conversations and payment plans.
Automation opportunities
- Auto-segment customers into cadence tracks.
- Weekly aging dashboards to ops leadership.
Common failure points
Dunning without diagnosis
Reminders amplify bad data; customers lose patience.
Related Equipify features
Related SOPs (Help Center)
Implementation checklist
- Write tier policyAmount and age matrix with owners.
FAQ
- Is collections only finance?
- No—operations quality directly determines payability and dispute volume.