Dunning Process for Agencies – Enhanced Liquidity, Reduced Stress
Automated accounts receivable management for creative and service agencies
OVERVIEW
Why Agencies Need Professional Debt Collection Services
Creativity requires liquidity – KLEVERBILL ensures timely payments.
Agencies often work on a project basis with varying payment terms and clients. Late payments threaten liquidity and tie up valuable resources that would be better invested in creativity and customer service.
CHALLENGES
Typical Payment Challenges in Agencies
Agencies often struggle with delayed project billings, varying payment terms per client, and the balance between maintaining customer relationships and enforcing consistent reminders. Especially in the case of larger campaigns or long-term projects, significant outstanding amounts can quickly accumulate.
High Invoice Volume & Complexity
Project-based billing with varying payment terms
Regulatory Pressure & Compliance
Significant outstanding receivables from extensive campaigns and projects
Fragmented System Landscape
Time spent on manual dunning processes instead of customer support
Increasing Payment Defaults
Cash flow constraints due to delayed fee payments
HOW IT WORKS
From invoicing to payment receipt – fully automated
1
Invoice Dispatch
Invoices are sent directly through the platform either by mail or digitally via a central email address or an integrated SFTP server—eliminating the need for manual individual dispatch.
2
Automated Payment Reconciliation
Through the banking interface via FinAPI, KLEVERBILL automatically detects incoming payments and marks them on the dashboard without manual verification.
3
Payment reminders with a personal touch
In the event of missed payments, the dunning process will automatically initiate in the name of your company, complete with your logo. Clear communication and professional appearance.
4
Objections & Special Cases
Directly within the software: pause invoices, adjust deadlines, create credit notes, arrange partial payments—documented with just a few clicks.
functions
KLEVERBILL Solutions for Agencies
KLEVERBILL completely automates your dunning process and adapts flexibly to various project structures and customer relationships. This allows you to focus on what you do best – developing creative solutions for your clients.
Automated Invoice Dispatch
Centrally managed, whether by mail or digital, minimizing individual effort for your team.
DSO Optimization
Low Days Sales Outstanding through fast, automated dunning processes.
Payment reconciliation via FinAPI
Automatic detection of incoming payments – the dashboard remains consistently up-to-date.
White-Label Reminders
Reminders in your corporate design – featuring your logo and communication style.
Objection Handling
Adjust deadlines, create credit notes, and manage partial payments—all directly within the software.
Debt Collection Assignment
Seamless handover to debt collection after defined escalation stages.
Handling of Objections
Adaptable Response to Customer Requirements
Our network of experienced collection partners supports you with persistent non-payers. In doing so, we always maintain the balance between effective receivables management and preserving important client relationships in the agency sector.
Pause invoice or reminder
Immediate halt of the dunning process during ongoing resolution
Customize payment terms individually
Goodwill arrangements without manual effort
Generate credits
Directly linked with the accounts receivable file
Arrange installment payments
Flexibly manage and track installment plans
Process cancellations
Comprehensive documentation in the customer record
