Dunning Process for Contractors – More Time for Your Core Business
Automated invoicing and reminders for craft businesses of all sizes
OVERVIEW
Professional Accounts Receivable Management in Craftsmanship
Time is money – don't waste it on manual reminders.
In the craft industry, timely payments are crucial for maintaining liquidity. Extended payment terms and delinquent clients often pose a threat to smaller businesses. KLEVERBILL fully automates your dunning process.
CHALLENGES
Common Payment Issues in the Craft Industry
Tradespeople frequently struggle with delayed payments from private clients and businesses. Particularly in larger projects, liquidity bottlenecks can quickly arise, potentially jeopardizing operations.
High Invoice Volume & Complexity
Payment Delays Among Private Customers Post-Project Completion
Regulatory Pressure & Compliance
Extended payment terms for commercial customers and property developers
Fragmented System Landscape
Significant time spent on manual dunning in addition to regular work
Increasing Payment Defaults
Liquidity constraints due to outstanding receivables
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 for Craft Businesses
KLEVERBILL automatically manages your reminders and ensures faster payment collections. Integration with popular tradesperson software like Craftnote or lexoffice is possible. Focus on your projects.
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
For persistent payment refusers, we handle the professional escalation. Our network of attorneys and debt collection service providers is familiar with the specificities in the craft sector and enforces your claims.
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
