Credit Control and Collections Workflow

Rozpoczęcie przepływu pracy/procesu.

Fetch all invoice entries from the Data Model where the due date is less than the current date and status is 'Unpaid'.

Sum the 'Amount Due' property of all retrieved overdue invoice entries to determine total exposure.

Calculate the number of days between the 'Due Date' and the 'Current Date' for each entry.

Change the status field of the identified overdue invoices to 'In Collection' to prevent duplicate processing.

Create a task for the Credit Control Manager to review the high-value overdue accounts.

Retrieve email addresses and phone numbers from the Customer Data Model linked to the overdue invoices.

Send an automated polite reminder email to the customer regarding the unpaid balance.

Send a short SMS notification to the customer's registered mobile number for invoices overdue by more than 7 days.

Calculate a new Risk Score based on the ratio of overdue amount to the total credit limit.

Automatically decrease the customer's available credit limit if the risk score exceeds a predefined threshold.

Create a high-priority task for the Legal Department for accounts that have reached 60 days overdue.

Create a summary report showing the distribution of receivables across 30, 60, and 90+ day buckets.

Remove entries from the 'Active Disputes' data model once a resolution or payment has been confirmed.

Koniec przepływu pracy/procesu.