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Dunning System – Features

Core Capabilities

FeatureDescription
Dunning PoliciesConfigure rules by days overdue, tiers, customer types, invoice types
Reminder TemplatesEmail/SMS/IM templates with variables (customer, invoice, amount, due date)
Escalation WorkflowAutomatic escalation from gentle to firm messages
Task & Case ManagementAssign follow-up tasks to collectors and log outcomes
Promise-to-Pay TrackingRecord commitments and auto-follow-up if missed
Dispute HandlingMark invoice as dispute and stop reminders automatically
ERP/Accounting IntegrationImport/export invoice & payment status; API/CSV integration
Audit TrailFull log of reminders, channel, time, user actions
Dashboard & ReportsAging analysis, collection KPIs, effectiveness of each stage

Benefits

Example Dunning Timeline (configurable)