Invoice follow-up for wholesalers and B2B distributors
In wholesale, outstanding balances are the lifeblood: you deliver at 30 or 60 days to clients who reorder weekly, and collection always comes after the next sale. The agent chases every invoice by its real due date, with invoice and delivery notes attached, and warns the rep before the account gets blocked.
In your day-to-day
- 01
Due-date reminders with invoice and delivery notes attached, sequence adapted to the client’s history.
- 02
Flagging of clients sliding from 30 to 60 days, reported to the territory rep before their next visit.
- 03
Alert before account blocking when the balance nears the insured ceiling, so you arbitrate instead of react.
How it works
- 1
Plugged into your invoicing
The agent reads your existing tool — invoicing, accounting, ERP — with no migration and no double entry. It knows every invoice, its due date and its history.
- 2
Written reminders, not templates
Each reminder is written for that client: friendly for a good payer one week late, firm and documented by the third notice. You approve the policy once; the agent applies it.
- 3
Escalation and audit trail
Sensitive account, dispute, large amount: the agent hands over to a human with full context. Every action is logged, every euro recovered is attributed.
Typical results
-30%
average collection delay, typical order of magnitude
100%
of overdue invoices chased, no exceptions, no oversights
0 h
of human time on first-level reminders
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Does the agent respect our credit insurance and per-client ceilings?+
Yes: ceilings — insured or internal — are configured at go-live, and the agent alerts as the balance approaches them. The decision to block or cover stays yours.
Can it handle receiving disputes that block payment?+
It detects when a client invokes a dispute — shortage, breakage, price error — pauses collection on the affected line and hands the file to order processing with references. Collection resumes once the dispute is settled.
Will the agent upset my clients?+
That is exactly what it prevents: tone is calibrated to the client’s history and how late the invoice is, and you approve the reminder policy before go-live. A good client one week late gets a friendly nudge — not a formal notice.
What happens when a client disputes an invoice?+
The agent detects the dispute, pauses the reminder sequence and hands the case to whoever you designate, with the full history. It never negotiates on its own.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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