Climb the dunning ladder
Every overdue invoice worked the day it ages — reminder, follow-up, call — until the promise is captured.
What this pack does
- Opens a case for every overdue invoice, the day it ages
- Climbs the ladder you configured — your rungs, your tone
- Places the call when email stalls — on a script you approved
- Captures the promise: amount, date, who said it — and pauses on any dispute
How to use it
- 1Connect read-only
Banks, billing, and your current ledger. Live in 48 hours; nothing changes in your systems.
- 2Set the mode
Manual, Assist, or Auto. Every pack starts in Assist — TAMi drafts, you approve.
- 3Watch the first run
Every action logged with its reason. Exceptions held, never forced.
- 4Raise the ceiling
Move it to Auto when the track record has earned it. Pull it back any time.
Workflow
A case opens. No invoice skips a rung because someone was busy.
Friendly first, firmer at the rungs you set. Everything pauses the moment the customer replies.
Asks for a payment date, never argues. It dials only after you approve.
$48,200 by Friday, from the AP manager — recorded, transcribed, attached to the invoice.
Reminders and charges pause; the case routes to your team with the full history.
part of our eval suite · difficulty: hard · builds that fail it don't ship