Unpaid invoice to collection

Step by step

1. Review and issue billing Billing Manager

   Billing Manager: Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.

   • Issue the approved invoice once
   • Updates Billing runs, Invoices, Invoice lines
   ApprovalA person approves before the work moves on.

2. Reconcile collection Billing Operator

   Billing Operator: Collect under the accepted mandate and apply verified settled results. Reconcile an unknown instruction before another collection attempt.

   • Apply the verified collection outcome
   • Updates Payment attempts, Integration events, Invoices

3. Follow up on unpaid invoices Billing Operator

   Billing Operator: Recheck the current balance before each reminder or permitted retry; pause and escalate customer disputes with their history.

   • Perform the appropriate current follow-up
   • Updates Dunning cases, Dunning attempts, Invoices

4. Approve billing corrections Billing Manager

   Billing Manager: Review the corrected source, prior issued amounts and reserved applications, then issue the supported positive charge or negative credit once. Credits remain bounded by their actual source lines; cash refunds retain separate provider outcomes.

   • Issue the supported positive charge or negative credit
   • Updates Billing adjustments, Billing adjustment applications, Credit notes, Credit lines, Invoices, Invoice lines
   ApprovalA person approves before the work moves on.

Billing Manager

Independently approve price plans, billing runs, billing adjustments, credit notes, refund requests and usage events corrections.

Billing Operator

Prepare Customers, price plans, subscription changes and billing runs.