Finance · Live demo
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Talk to Brooke at Kilnridge Trade Supply
Kilnridge Trade Supply is made up. Brooke is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Chasing overdue trade accounts slips down the list, so invoices drift past 45 days and orders end up on hold. When calls do happen, nobody records who promised what.
How it works
- Reads overdue invoices and contacts from the accounting system
- Sends a reminder email at 7 days and calls at 30 days past due
- Checks delivery exceptions before calling, so known issues are raised first
- Records promise-to-pay dates and amounts against the invoice
- Passes disputes, credits and payment plan requests to the credit manager the same day
What it connects to
- AgentHi, is that Ryan? It's Brooke from Kilnridge Trade Supply accounts, calling about invoice 90417 for $3,842.60, which is now 38 days past due.
- RyanYes, we held that one. It includes paper that arrived damaged.
- AgentThanks for telling me. I can see the driver noted two damaged cases of copy paper on that delivery, $104. I'll pass that to our credit manager, Heather Lyle, for a credit. Could the rest be paid in the meantime?
- RyanYes, if the paper comes off, we can pay the rest in Friday's run.
- AgentGreat. I've noted a promise to pay $3,738.60 on Friday, and Heather will email the $104 credit note today. Friday also keeps the account well clear of our 45-day order hold.
Illustrative conversation. Names, numbers and details are made up.
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Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Want this agent in your business?
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