Less late B2B receivables: collections on the right cadence, with a full history
Chase overdue invoices in Omie with a staged cadence over Gmail and WhatsApp, log payment promises and track portfolio aging.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
The problem and the goal
Today collections are ad hoc, by WhatsApp and phone, with no record; the goal is to chase every overdue invoice in Omie on the right cadence, with history and escalation, cutting average days late and the volume of invoices over 30 days.
This team reads Omie every business day and builds the list of overdue invoices per customer, with days late and amount. From there it sends the collection message for each overdue band by Gmail or WhatsApp Business, with a tone that escalates at every step, logs everything in Google Sheets and follows payment promises until they are kept. Every week it delivers portfolio aging, who got worse and how much was recovered.
The team in this Circle
Reads Omie every business day and delivers the list of overdue invoices per customer, with days late and amount
Writes and sends the collection message for each overdue band, with a tone that escalates at every step, and logs everything
Logs payment promises, tracks whether they were kept and alerts the team when they break
Weekly overdue report: portfolio aging, who got worse and how much was recovered
Less late B2B receivables: collections on the right cadence, with a full history
How do we stop chasing payments ad hoc by WhatsApp and phone?
The team standardizes collections by overdue band, with set wording for each step and a log in Google Sheets. Every overdue invoice in Omie gets chased on the right cadence, without relying on who remembers to call.
Can we see which customers are falling further behind?
Yes. The weekly report shows portfolio aging, who increased their delay and how much was recovered, always based on the accounts receivable invoices in Omie.
What happens when a customer promises to pay and doesn't?
Promises are logged with date and amount, the team tracks whether they were kept and alerts finance when they break, so collection resumes at the next step.
