Description
Take Control of Overdue Invoices Inside Perfex CRM
Dunning, A/R Aging & Collections Automation for Perfex CRM brings your whole accounts receivable process into one organised place. Instead of chasing late payments with scattered notes and manual reminders, you can follow every invoice from its first reminder through to final collection action, all inside the familiar Perfex CRM interface.
Key Features
- Automated dunning workflows triggered by invoice due dates and past-due amounts
- Pre-defined collection stages with automated reminders, warnings and follow-up actions
- A dedicated Collections Workspace showing all active collection cases at a glance
- Case tracking, task assignment and a logged communication history for each customer
- Customer self-service for submitting payment promises and invoice disputes
- Automatic generation of professional warning documents and customer statements
- A/R aging analysis, recovery tracking and reporting to spot trends early
- An immutable history of workflow revisions, giving a clear audit trail for every case
Who It Is For
This module suits business owners who want steadier cash flow, account managers who need clearer client communication, and accounting teams who want fewer manual tasks and fewer errors. It is especially useful for service businesses with recurring invoices, e-commerce businesses, construction and real estate firms tracking project payments, and any business handling a high volume of invoices.
Why It Helps Your Cash Flow
By automating routine follow-ups, the module helps customers stay informed and pay on time, while your team spends less time on repetitive chasing and more time on work that matters. Clear aging reports and recovery insights make it easier to decide where to focus next, and consistent, professional documents keep communication clear at every stage.
Important Notes
Dunning requires a valid Perfex CRM license and is compatible with the latest versions of Perfex CRM. Setup is straightforward, with documentation provided to help you get started quickly.
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