Invoice follow-up for vocational training providers
A training provider is paid late and by multiple payers: OPCO funding bodies under subrogation, the Caisse des Dépôts for CPF, companies waiting for the completion certificate. The agent tracks each funding file under its own rules and chases with the required documents already attached.
In your day-to-day
- 01
Chasing OPCOs on subrogated files, with the completion certificate and attendance sheets attached.
- 02
Tracking company balances conditional on course completion, chased as soon as the certificate is issued.
- 03
Detecting files where payment is blocked by a missing document, flagged to your team before any reminder goes out.
A typical scenario
A training provider with €1.8M in revenue and some sixty sessions a year, paid through three counters — OPCO funding bodies under subrogation, CPF via the Caisse des Dépôts, companies directly — with a single admin assistant tracking it all.
- 01
The day a session ends, the chain starts on its own: completion certificate issued, company balance invoiced, OPCO file completed with the attendance sheets.
- 02
At D+60, a silent OPCO file is chased on the funder’s platform, reference and documents attached — no more discovering the blockage in month four.
- 03
Before the summer break, the agent produces the balance per funder: what will land in July, what must be chased before, what needs a phone call.
What changes
Outstanding funding stops being an unknown reconstructed at every close. The admin assistant manages exceptions instead of running after files.
Order of magnitude
Working assumptions
- →€1.8M invoiced per year, about €5,000 per calendar day
- →observed collection delay around 75 days, versus 55 reachable with systematic follow-up
Twenty days shaved off the delay represents in the order of €100k of freed cash (20 days × €5,000/day) — to refine against your OPCO/CPF/corporate mix.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Every session generates its paperwork — invitations, attendance sheets, completion certificates — and one missing document is enough to block an OPCO payment.
- →
Funding arrives late: OPCO subrogation, CPF balances via the Caisse des Dépôts, companies waiting for the certificate — and chasing always comes after teaching.
- →
The BPF report and the Qualiopi surveillance audit are prepared in a rush, reconstructing evidence that should have been filed all year.
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
Chasing an OPCO is not like chasing a client — does the agent know the difference?+
Yes: each payer type has its own circuit — OPCO platform, file reference, required documents — and the agent follows the one that applies. A corporate client gets a commercial reminder; an OPCO gets a documented file follow-up.
What about CPF, where payment depends on the Caisse des Dépôts?+
The agent watches file statuses in EDOF — course entry, exit to declare, service-completion confirmation — and flags whatever is blocking the payment trigger on your side, not on the Caisse’s.
Is this the problem eating your team’s time?
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