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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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Payment Follow-up Features

What Is Inside AI Payment Follow-ups

The AI runs the routine chasing so your team does not have to. Here is what it watches, how it decides what to send, and where a person always stays in control.

Core Features

From a watched due date to money in the bank

Due-Date Tracking

Every open invoice is watched, so none is forgotten

The AI reads open invoices and due dates from your ERP or accounting system and tracks each one. When an invoice is coming due or falls overdue, it is picked up right away, and the moment it is paid, the chasing stops.

  • Every open invoice tracked against its due date.
  • Reads the real amount and status from your system.
  • Stops the instant an invoice is paid.
Open invoices and due dates being tracked
Graded Reminders and Escalation

The right message, getting firmer as an invoice ages

Reminders are graded by how overdue an invoice is, polite at first and firmer over time, always in your company's tone. Accounts that keep slipping move up the ladder to a manager, following the escalation rules you set.

  • Reminders graded by how overdue the invoice is.
  • Written in your voice, consistent every time.
  • Escalation to a manager by your own rules.
Graded payment reminders on a schedule
Logging and Human Hand-off

Every touch recorded, disputes handed to a person

Each reminder and reply is logged against the account, so the full history is always there. When a customer raises a dispute or a sensitive account needs care, the AI stops and flags it for your team to handle.

  • Every reminder and reply logged on the account.
  • Disputes and sensitive accounts flagged for a person.
  • Pause or override any account at any time.
Activity log and a person reviewing a flagged account
What You Get

Everything the follow-up routine delivers

📅

Due-date tracking

Watches every open invoice and stops the moment it is paid.

Graded reminders

The right reminder for how overdue an invoice is, polite first and firmer over time.

📈

Escalation rules

Slipping accounts move up to a manager by the rules you set.

📝

Full activity log

Every reminder and reply recorded against the account.

🛡

Dispute hand-off

Stops chasing and flags the account for a person on any dispute.

🧩

Model-agnostic setup

Fitted to your data and tone, reading from your ERP, with no lock-in to one AI provider.

See What It Would Chase for You

Book a free consultation. We will look at how your invoices and reminders run today and scope AI payment follow-ups for your team.

Book a Free Consultation →