Sent invoices with unreceived payments stalls working capital as collections engage in a never-ending game of manual chasing. This problem stems from inconsistent follow-up, especially after the initial invoice is sent, with no additional contact, as collections assumes this action is sufficient.
When deal flows lack paper trails due to minimal billing follow-ups, invoices can get lost as billing volumes spike at monthly or quarterly close dates. With FluxAI Agents, automate multi-channel billing follow-up so invoices are sent, followed up with, and payments are received on time.
Invoicing Outreach Specialist
Introducing Lisa, an Invoicing Outreach Specialist who coordinates revenue recovery by automating billing follow-ups and orchestrating intelligent collections sequences. Lisa is a private and permissioned AI agent; she seamlessly integrates with existing stacks, doesn't retain sensitive information, and you control what data her workflow can access.
This intelligent workflow integrates with billing systems, payment portals, SMS and email tools, and CRM platforms to determine the necessary outreach. For sent invoices with no response, Lisa automates additional outreach based on the most frequently used channels. For accounts struggling with remittance, Lisa will offer customizable repayment plans to achieve settlement in a cohesive workflow.
How Lisa Works
Step 1: Lisa generates an invoice and sends it to a customer who received a service.
Step 2: Once the invoice is sent, Lisa analyzes the account's history to determine a follow-up strategy: which channels to use, the type of messaging, and the frequency of outreach.
Step 3: Lisa curates personalized reminders that are sent via email and SMS, comprised of language that aligns with the customer profile and risk level.
Step 4: Post follow-up, payments are received through client portals and processed by human account managers.
Step 5: If payments still haven't been received after Lisa's automated follow-up, the agent will offer structured repayment plans to qualified accounts, outlining the terms for the amounts owed.
Step 6: For auditing purposes, after payment is received, Lisa tracks response times, billing disputes, and partial payments to optimize collection sequences, thereby shortening Days Sales Outstanding (DSO) cycles—the time it takes for a company to collect payment.
Application
To assess Lisa's effectiveness in collections, let's consider the following scenario: imagine an SME SaaS company that issues thousands of invoices monthly. Historically, the sales team has become overwhelmed with quarterly closing dates, and billing reminders often end up being sent late or missed altogether.
Enter Lisa; she centralizes billing outreach and generates new invoices and follow-up messages with a tone of voice adjusted for specific customer segments based on their account history. Once generated, Lisa then begins multi-channel follow-up, gently nudging accounts with outstanding balances. Where appropriate, she offers structured repayment plans with clear schedules and surfaces payment exceptions due to bounced invoices or ongoing disputes.
Lisa constantly tracks follow-up responses to forecast payment resolution, and as a result, the sales team shifts from late-notice inbox triage to informed and timely collections. Lisa enables the company to improve collection rates by 20%.
Conclusion
Late payments don't just cause headaches; they create pipeline backups, rippling into budgeting, hiring, and growth. As an invoicing outreach specialist, Lisa integrates with legacy systems to standardize billing follow-ups, ensuring timely payments are received. Explore FluxAI Agents and hire Lisa today so you never have to worry about tracking down missed payments, manual collection processes, or extensive DSOs.