1.Detect new unpaid invoice
Integrate Recurly, invoice tracking tools, and AR operations to trigger creating a new dunning entry from each incoming invoice.
Create dunning rows for unpaid support renewals and expiry
Automatically monitor new invoice events across Recurly and AR spreadsheets. Create and update when unpaid support renewal invoices arrive, then route reminders and dunning dates and notify AR — so you can skip manual dunning spreadsheet work.
How this automation protects your support renewal follow-up
When a new unpaid support or update invoice appears, missed reminders can extend payment delays and allow renewals to slip. This automation looks up billing account mappings, calculates reminder and support-expiration dates, and writes dunning rows and sends Slack alerts—so your team can act fast.
Recurlyor swap with your favorite app
2.Look up company and license mapping
Integrate Google Sheets and CRM worksheet mapping to look up company name and license references by billing account code.
Google Sheetsor swap with your favorite app
3.Format invoice and due dates
Integrate Formatter by Zapier and date parsing tools to format invoice date and due date for the dunning schedule.
Formatter von Zapieror swap with your favorite app
4.Calculate reminder and expiry dates
Integrate Formatter by Zapier and offset calculation tools to compute reminder date, past-due date, and support-expiration date.
5.Add dunning row to system
Integrate Google Sheets and spreadsheet append tools to create Dunning System rows with dates, email, license fields, and invoice URL.
6.Send AR direct message
Integrieren Sie Slack and notification routing to DM the AR coordinator in invoice reference and the next action date.
Slackor swap with your favorite app
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Attach inbound dunning emails to the customer record
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Explore all dunning management automations
Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
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