Dunning process
Automated Dunning Process & Payment Reconciliation
KLEVERBILL's automated dunning process operates on behalf of your company and aligns with your corporate design. Thanks to our white-label solution, your brand's external image is maintained.
CORE FUNCTIONS
Never miss a deadline again
Fully automated dunning processes, flexible workflows, and complete control over your customer communication.
Automation
Automate dunning processes
Define your rules once, and KLEVERBILL will reliably initiate reminders promptly in the event of payment delays.
Fully automated dunning processes
Incoming payments automatically halt the dunning process.
Up to 95% less manual effort
Flexibility
Dunning procedures tailored to your needs
Develop customized dunning workflows for different customer segments, types of receivables, or countries.
Workflow Designer for unlimited workflows
Customizable dunning levels, deadlines, and texts
VIP Dunning Process for Sensitive Customer Communication
Transparency
Transparency in the Dunning Process
View the status of all dunning processes and the distribution across dunning levels at a glance.
Dashboard Overview of All Dunning Processes
Comprehensive Communication History
Filter by customer, stage, status, or period
Control
Objection Handling
Despite automation, intervene strategically at any time – set a dunning stop, process cancellations or issue credit notes.
Individualized reminder hold for legitimate objections
Cancellations & adjustments directly in the system
Flexible Discounts & Credits
Smart Reconciliation
Automatically allocate payments
The system analyzes incoming payments based on the purpose, amount, payment history, and IBAN. If the information is incomplete, the intelligent suggestion logic is utilized.
Automatic allocation via FinAPI
AI-powered suggestions for ambiguous data
Prevention of Duplicate Entries and Errors
1
Bank Account
All incoming and outgoing payments are recorded in the linked bank account.
2
Real-time capture by KLEVERBILL
Transactions are detected in seconds - no manual entry required.
3
AI Payment Matching
The system verifies whether the amount, date, or purpose are consistent.
4
Reconciliation with Invoices
The system verifies whether the amount, date, and purpose are consistent.
5
Status Update
Automatic Update: Invoices are marked as paid or outstanding.
