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Past due invoice reminder for Marketing

hi I'm going to show you through the Dunning plus products and like any good professional product it comes with a dashboard and the most important thing that we want to show you today is not the dashboard the most important thing we want to show you today is that being able to send your stunning reminders to multiple email addresses at the same time is essential being able to say right there's five people that I need to escalate this to and to send a single email to all five people that's important then to be able to at the same time go and send you know attach multiple invoices that might be outstanding to those multiple email addresses I'm going to show that to you live I'm also going to show you today how you can track all of the Historical Notes and interactions you've had with your your customers about an invoice I'm going to show you how you can skip any of the email reminders how you can manage this whole process because it boils down to three steps we've got to actually have a powerful emailer we have to be able to control the schedule that goes out and we also have to have it simple so let's go and show you how all this works in real life okay I'm going to go down into the invoice running control center so here I am in the um interactive control center area of Dunning plus product and the first thing you'll notice is that we have an aging invoice and drill down report this report starts at a subsidiary level and if we drill that into that it's going to show me the great limits it's got the highest amount of outstanding invoices at the moment and that's all right it's going to show me a breakdown of how many of these invoices are between 0 and 30 30 60 60 90 or over 90 days overdue by drill that into that it'll show me which of these invoices rather do so invoice 594 is um over 91 days old and it's also the largest of all of the invoices that are outstanding for us and so here we are the enemy invoice so what I've just managed to achieve here is in a few more aspects I've managed to find which customer is the one that's the most interesting for me and so now what I'm going to do is show you how we would manage the gunning for that customer so I'm going to drill down to the interactive control center the first thing you'll notice is that on the right hand side here when you go into my drawing mode on the right hand side you'll notice that we've got 1 838 invoices that are in an open status for the um on this particular account now we're able to filter those 1800 invoices by just about any way that you could think and this is important because we want to be able to really quickly get to the customer or invoice that's the one that we're most interested in now and so simply by filtering on that great Linux company you can see we're now down to just 13 invoices and what I'm going to do now is I'm going to show you how we send the running emails to multiple email addresses and consolidate multiple um invoices and statements onto one of those emails now to do that I'm going to go and drill down into one of the invoices 392 and I'll just scroll down to sorry to the communication tab and now go back into my drawing mode here so we can see that the initial either Jew invoice was sent and it was sent to just one email address then when the second reminder the 60-day reminder went out the email template became a lot stronger and we also sent it to multiple email addresses when we got to the 90-day reminder the final notice reminder you'll see we have even more email addresses that we sent it to again this is because it's set up that we can have multiple email address fields and each field can multiple email address list the result is that as we go through the escalation we bring more and more people into the um into the escalation process okay now we also get to the point up here that we've included not just an invoice but we've also included multiple invoices and a statement on this particular email okay so here we are in the email this is a final 90 day overdue reminder it's quite a strong email and it's saying that ing to our policies in the obviously credit suspension um and it also says retention 90 Day statement for your reference we do more than just that if we have a look at the recipient list you'll see that we've sent it to multiple email addresses and if we have a look at the attachments you'll see that not only have we included a statement which I'll just go and open up that statement for you so by clicking on it I'll just open it up okay but we've also included the 90-day overdue invoices for this particular customer as well now the point is that one of the most important parts of doing Dunning successfully it is the ability to send to multiple email addresses and to consolidate those into a and to consolidate multiple invoices and statement onto that single email but we also need to be able to control this whole process so I'll show you that so here I am in the control center for invoices and we've zoomed in to just this particular customer who has got a total of 13 overdue invoices now these invoices can be sorted by any column we're showing you the customer is on credit limit the invoice number what the original invoice amount was and the amount outstanding and the days late then we also go a step further what we're also doing now is we're showing you all of the emails that have been sent for this particular invoice it's invoice number 392. you can see the original email that was sent the second reminder that was sent the 90-day reminder that was sent and any and all follow-up reminders that have happened after that but not only can we see the reminded emails that have been sent out but we can also see any historical notes that have been made so who did you speak to what did the customer actually tell you about the payment when is the payment likely to come through and we can see that for every individual invoice we can add new notes if we want to we can also let's say you spoke to the customer and they said look um we know payments actually being made you should receive it tomorrow and you're about to send 60-day reminder you might actually want to skip that reminder push it out to the 90-day reminder instead so you get to control the process of which ones do you want to send you can then override the process entirely and just say stop sending all done in reminders now we can actually set follow-up notes so we might say call Jane re-confirming payment and let's go and do that in a couple of days time now the point here is that what we've just done is we've given you the ability to add like a task list or a to-do list for yourself these comments are your next action that you think you should take with the follow-up date that you want to take it whereas these notes over here are more of a permanent history of um the progress through the Dunning system so what we've just done now is we've just shown you that we can control this to send to multiple email addresses we can consolidate multiple invoices and statement down onto a single email that we can add reminder notes we can skip reminders we're able to control this whole process and the last thing that I just want to quickly show you is how easy it is to go and configure this up because the configuration takes minutes not hours or days if we want to go and configure a 30 60 90 and we're going to do this on your own your own company we'd simply give it a name we would um decide who's going to send the emails we hit the 3690 defaults and here you are in approximately 20 seconds we've now just configured your 30 60 and 90 day reminders that will be sent every day every hour of every day we're going to check to see if invoices have now become overdue to this level and we're then going to start progressing them through the dining process the point behind all of this is that this is a pre-built product with dashboards reporting and the all-important control centers so rather than you having to go and write all your workflows trying to do this yourself which is going to cost you a lot more time and money than what we charge for this as a pretty good product we think we're offering some value for money for you here if you're interested in seeing this uh turning plus product on your own company in your own netsuite please switch out to us we're happy to give you a trial license foreign