Workflows
Structure your reminder cycle effectively with CreditDevice to gain a clear overview, save valuable time, and optimize your processes.
Dynamic workflows
Automatically adjust workflows based on customer behavior and minimize financial risks.
Automation
Efficiency through automation of routine tasks; maintain control in important interactions.
Customer segmentation
Effective customer approach through detailed segmentation and customized communication strategies.
Debtor management
Improve efficiency with workflows
Using CreditDevice workflows in your accounts receivable management can significantly increase your team’s efficiency. Each customer group requires a unique approach, and our customisable workflows allow you to approach each customer effectively. Customise the workflow based on criteria such as customer type, impact and risk to ensure the most appropriate approach for each type of business.
Automation
Save FTEs by automating processes and actions.
Targeted dunning
Customise communication for each debtor group.
Reliability ✔️
Make sure no arrears are missed.
Efficiency
Minimise manual work.
Continuity
Easily take over work from absent colleagues.
Pay online
Integrate QR codes or payment links in your e-mails or text messages.
Punctualities
Always send payment reminders on time.
Quick payment
Get invoices paid faster
Credit management software
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Always up to date with CreditDevice
Stay efficient and organized within your accounts receivable management
With CreditDevice workflows, your team will always be up to date on all outstanding invoices. Automate reminders and dunning, and customize communication per customer group for optimal results.
Always up to date
Thanks to the actions resulting from the CreditDevice workflows, your employees are constantly informed of the current status within the accounts receivable management. The software automates all set actions daily, from sending the first reminder to submitting a collection. This guarantees a consistent follow-up of overdue invoices and simplifies the taking over of tasks from absent colleagues.
Set up workflows per customer group
Debtor management
Improving efficiency with workflows
Use advanced workflows and payment options to optimize your accounts receivable management. With CreditDevice you can automate, personalize and proactively respond to changing payment behavior, so you always stay in control.
Dynamic workflows
Our workflow-driven actions always direct debtor management employees to effective actions that match the debtors that require attention within the capacity of a department. The software automates the desired actions daily, from sending the first reminder to submitting a collection. This guarantees a consistent follow-up of overdue invoices and simplifies the taking over of tasks from absent colleagues.
Online payments and debtor portal
Add payment links or QR codes to letters, emails or text messages within your workflow actions. This promotes faster payments, especially for specific customer types. You can also include a link to the accounts receivable portal, where debtors can view their invoices, download copy invoices, leave messages or pay directly online. Determine the tone and type of communication that is most effective for each customer group.
Discover our all-in-one solution
Combine different modules into one powerful package
Find out how our credit management software improves your processes.
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