Dunning Effectiveness
Per DunningPolicy and per band: number of DunningEvents sent, payments received within N days of send, response and bounce rates. Used to tune policy thresholds and template copy.
Prepare and send invoices
Keep draft preparation, delivery and ledger confirmation distinct.
4 stages · 0 approvals
Roles and responsibilities
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Step 2Prepare the draft
Invoice NumberCustomerIssue DateDue Date
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Step 3Review and send
Invoice NumberCustomerIssue DateDue Date
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Confirm customer terms
AR Manager checks the customer identity, billing terms, template and any active credit restriction. Changes to defaults need their configured policy review. Existing sent documents retain the basis on which they were issued.
Prepare the draft
AR Clerk creates Invoices and InvoiceLines or reviews a scheduled occurrence. Check the source invoice number, amount, tax result and due date. A repeated import or scheduled retry resolves to its existing draft.
Review and send
AR Clerk reviews the local invoice and sends it through the configured document and email route. Delivery attempts retain the same invoice identity. External project-billing references cannot enter this issuing path.
Reconcile delivery and posting
The connector retains the document outcome and the source-attributed ledger request. A rejected journal or failed delivery remains visible. A sent invoice is not evidence of a settled customer receipt.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Confirm customer terms | CustomersBillingTermsInvoiceTemplatesCreditHolds | Confirm the billing basis |
| 2 Prepare the draft | InvoicesInvoiceLinesRecurringInvoiceSchedules | Prepare one customer obligation |
| 3 Review and send | InvoicesInvoiceLinesDunningEvents | Issue the reviewed customer document |
| 4 Reconcile delivery and posting | Invoices | Retain independent external outcomes |
Process reports
All reportsCustomer Risk Profile
Per Customer: open AR, average days late, count of disputes, count of write-offs, active credit-hold flag, count of dunning sends. Drives the AR Manager's customer-level credit reviews.
Recurring Revenue Run-Rate
Annualized invoice amount across all Active RecurringInvoiceSchedules with month-over-month new / churned / upgraded / downgraded movement. The CRR / ARR view from the billing side.
Run by an agent
Agent support
Agents prepare records; approvals require a person.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› prepare and send invoices · confirm customer terms on Customers, BillingTerms, InvoiceTemplates, CreditHolds
✓ AR Manager checks the customer identity, billing terms, template and any active credit restriction.
› prepare and send invoices · prepare the draft on Invoices, InvoiceLines, RecurringInvoiceSchedules
✓ AR Clerk creates Invoices and InvoiceLines or reviews a scheduled occurrence.
› prepare and send invoices · review and send on Invoices, InvoiceLines, DunningEvents
✓ AR Clerk reviews the local invoice and sends it through the configured document and email route.
› prepare and send invoices · reconcile delivery and posting on Invoices
✓ The connector retains the document outcome and the source-attributed ledger request.
Other processes
3 moreReceive and apply cash
Turn confirmed receipt evidence into attributable invoice allocations.
4 stages · 0 approvals
Resolve disputes and collect
Keep follow-up, dispute resolution and financial adjustments connected.
4 stages · 1 approval
Review write-offs
Keep the write-off request, Controller decision and posted result separate.
4 stages · 1 approval