Escalate Overdue Invoices Automatically
Recover unpaid invoices 40% faster with intelligent escalation.
Nora tracks overdue invoices in Odoo, sends escalating reminders at configurable intervals (7, 14, 30 days), and flags high-value overdues to the sales team for immediate action.
When an invoice becomes overdue (1 day past due date), Nora sends the customer a polite reminder email. At 7 days overdue, Nora sends a second reminder with payment link. At 14 days, Nora flags the invoice to the sales team in Slack and suggests a discount or payment plan. At 30 days, Nora escalates to the manager and suggests hold on further credit. The automation tracks which customers respond to which reminder level and personalizes future escalations. Nora also identifies "at-risk" customers (multiple overdue invoices, slow payers) and alerts proactively. Companies report 35-40% reduction in days sales outstanding (DSO) and 25% increase in collection rate for 30+ day overdue invoices.
How it works
- Query Odoo for invoices with due date < today
- Classify overdue status: 1-7 days, 8-14 days, 15-30 days, 30+ days
- Send automated email reminder with payment link (1-day level, if first time)
- At 7 days: send escalated email with contact info for payment discussion
- At 14 days: post to #sales-collections in Slack with customer context and suggested discount
- At 30+ days: escalate to manager and suggest credit hold or collection agency
Frequently asked questions
What does "Escalate Overdue Invoices Automatically" do?
Nora tracks overdue invoices in Odoo, sends escalating reminders at configurable intervals (7, 14, 30 days), and flags high-value overdues to the sales team for immediate action.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Odoo and Slack, run by your Finance Manager.
How much time does this save?
Saves approximately 8 hours/week, running daily at 9:00 am, then at configured intervals.