Get started with Collections

Collections kicks in the moment an invoice hits past_due. Documents flow into the funnel automatically — no manual triage.

The five default stages

1. Reminder — 0-7 days past due. Soft, friendly.
2. First demand — 8-21 days. Direct, business-tone.
3. Escalation — 22-45 days. Add phone call, escalate to billing contact.
4. Pre-legal — 46-75 days. Formal letter, account manager involved.
5. Write-off review — 76+ days. Decision required.

What lands in Collections

Any document where estatus = morosidad — no separate cases table, you act on the actual invoice. That keeps the audit trail unified.

First setup

1. Confirm each customer has a billing contact in Contacts.
2. Map your SMTP pool (see Email setup) — collections rotates across accounts to protect deliverability.
3. Set your tone presets per language. Default presets ship in EN/ES/PT/FR.