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Credit Management Software › Workflows

The right approach for every debtor

Structure your dunning cycle effectively with CreditDevice to get a clear overview, save valuable time, and optimize your processes.

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After 6:00 PM Friendly tone
Adapts per customer

Dynamic workflows

Automatically adjust workflows based on customer behavior and minimize financial risks.

Routine   Important
Automatic, with oversight

Automation

Efficiency through automation of routine tasks; maintain control in important interactions.

Clear insight

Effective customer approach through detailed segmentation and customized communication strategies.

Freelance
Business
Risk
3 customer groups, 3 approaches
Credit management

Improve efficiency with workflows

Using CreditDevice workflows can significantly increase your team’s efficiency. Every customer group requires a unique approach, and with our customizable workflows, you can serve every 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.

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app.creditdevice.nl/en/workflows
Incoming contact Extra contact Change action item Switch action path Change action path
01 · B2B workflow EMEA 6 steps
+14 days Notice of default Workflow
+14 days 1st internal message to sales Workflow
+14 days Second reminder (NL) Workflow
Sep-12 First reminder (NL) Workflow
Sep-06 First call action Fixed number of days
Sep-03 Mail / email — first reminder Manual
Benefits

7 Benefits of CreditDevice
workflows

Automation

Save on FTEs by automating processes and actions.

Targeted dunning

Customise communication for each debtor group.

Reliability ✔️

Minimise manual work.

Efficiency

Minimise manual work.

Continuity

Easily take over the work of absent colleagues.

Pay Online

Integrate QR codes or payment links in your e-mails or text messages.

Punctualities

Always send payment reminders on time.

Customer segmentation

Set up workflows per customer group

Communication with debtors varies by customer group. Our workflows offer detailed segmentation, allowing you to choose the most effective approach for each customer type.

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Freelancers & individuals
Contacted after working hours
Sending an SMS in the evening instead of calling during the day, at a time that is actually convenient.
After 6:00 PM
Resulting workflow
Day 0
Payment deadline expired
Day 7 Reminder: SMS, sent after 6:00 PM Workflow
Day 14 Second reminder: SMS + payment link Workflow
Day 21 Call action scheduled outside office hours Fixed number of days
Corporate
Personal, professional tone
Automatically including copy invoices and maintaining a formal tone, exactly as larger clients expect.
Copy invoice added
Resulting workflow
Day 0
Payment deadline expired
Day 14 Formal reminder: PO number check Workflow
Day 21 Personal call to procurement Manual
Day 30 Escalation to account manager Fixed number of days
Workflow

Improving efficiency with workflows

From the moment an invoice’s payment term expires, CreditDevice automatically follows up for each individual customer. Below for Groesman B.V., from the first reminder to collection on day 60.

Groesman B.V.
Invoice #2024-114 · €2,860.00
Day 0 / 60
Day 0Due date passed
Day 7Reminder
Day 14Dunning letter
Day 28Call action
Day 422nd dunning letter
Day 60Debt collection

Pay Online

Add payment links or QR codes to letters, emails, or text messages within your workflow actions. Also include a link to the debtor portal, where debtors can view, download, or pay invoices directly online.

Pay Online

Dynamic workflows

Accounts receivable staff are always directed toward effective actions for debtors requiring attention. The software automates the desired actions daily, from the first reminder to submitting a case for collection.

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Combine

Easily combine modules

Credit Information

Prevent financial risks by checking your prospects and continuously monitoring your customers.

More Credit information

Credit management

Optimize your processes to ensure timely payment of invoices and improve your cash flow

More Accounts Receivable Management

Let's work together!

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  • Details
  • Preferences

Why CreditDevice?

Jimmy Barentz

Jimmy Kok | Barentz

“CreditDevice is the only one with a well-functioning PolicyManager…

Read more →
Free credit report →

Company

Contact sales →
Support →
Free credit report →
×

Make the first move!

What can we help you with?

Kredietinformatie aanvragen (Active) ENGELS

By entering my personal information, I authorize CreditDevice to collect, process and store it in accordance with CreditDevice's Privacy Policy

*You can request a one-time free credit report on a Dutch company.

Free credit report →