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About the Agent
The Automated Dunning Agent leverages GenAI to automatically send reminders for overdue invoices, customizing follow-ups based on intervals like 30, 60, or 90 days. This streamlines the collection process by reducing the need for manual tracking and intervention, allowing billing teams to focus on higher-priority tasks while ensuring timely reminders are sent to customers. As a result, cash flow management improves, and the risk of overdue balances is minimized.
The agent seamlessly integrates with billing, invoicing, and financial systems, ensuring smooth data flow and real-time updates. It triggers instant alerts to the finance team in escalated cases, providing enhanced insight to monitor overdue accounts and maintain an efficient collections process. To continuously optimize its performance, the Automated Dunning Agent incorporates a human feedback loop. Billing teams can review and provide corrective feedback on the agent’s actions, allowing it to refine its strategies for handling overdue accounts. This iterative learning process ensures that the agent adapts to evolving billing scenarios, enhancing decision-making over time and improving the overall efficiency of the collections process.
Input Data Set
Sample of data set required for Automated Dunning Agent:
| Invoice No | Customer Name | Invoice Date | Due Date | Days Overdue | Amount Due | Currency | Line Item Description | Quantity | Unit Price | Line Item Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INV-1004 | Miller Tech Services | ar@millertsi.com |
03/25/2025 | 04/10/2025 | 8 | 12,450.00 | USD | IT Support – Monthly Plan | 1 | 12,450.00 | 12,450.00 |
| INV-1005 | Pinecrest Interiors | finance@pinecrestinteriors.com |
03/10/2025 | 03/25/2025 | 24 | 3,225.00 | USD | Interior Design Consultation | 3 | 1,075.00 | 3,225.00 |
| INV-1006 | Horizon Logistics | billing@horizonlogi.com |
02/20/2025 | 03/05/2025 | 44 | 7,980.00 | USD | Freight Planning - March | 1 | 7,980.00 | 7,980.00 |
| INV-1007 | Redwood Legal Group | accounts@redwoodlegal.com |
01/30/2025 | 02/15/2025 | 62 | 5,500.00 | USD | Legal Retainer - Q1 2025 | 1 | 5,500.00 | 5,500.00 |
| INV-1008 | Bloom Marketing Inc. | billing@bloommktg.com |
03/01/2025 | 03/20/2025 | 29 | 1,200.00 | USD | Social Media Campaign Setup | 1 | 1,200.00 | 1,200.00 |
| INV-1009 | Green Valley Farms | finance@gvfproduce.com |
02/01/2025 | 02/15/2025 | 62 | 2,375.00 | USD | Cold Storage - Feb 2025 | 1 | 2,375.00 | 2,375.00 |
| INV-1010 | Sierra Construction | ap@sierracontractors.com |
03/15/2025 | 04/01/2025 | 17 | 8,650.00 | USD | Site Inspection & Report | 2 | 4,325.00 | 8,650.00 |
| INV-1011 | North Coast Realty | billing@northcoastrealty.com |
02/28/2025 | 03/15/2025 | 34 | 950.00 | USD | Annual Hosting - Property Portal | 1 | 950.00 | 950.00 |
| INV-1012 | ClearPath Healthcare | ap@clearpathhc.com |
01/10/2025 | 01/25/2025 | 78 | 18,200.00 | USD | On-Site Nurse Staffing – Jan | 2 | 9,100.00 | 18,200.00 |
| INV-1013 | Apex Auto Parts | finance@apexparts.com |
03/05/2025 | 03/20/2025 | 29 | 3,645.00 | USD | Inventory Supply – Q2 | 5 | 729.00 | 3,645.00 |
| INV-1014 | Beacon HR Solutions | billing@beaconhr.com |
02/15/2025 | 03/01/2025 | 48 | 2,750.00 | USD | Payroll Processing – Feb | 1 | 2,750.00 | 2,750.00 |
Deliverable Example
Sample output delivered by the Automated Dunning Agent:
Email Reminders for Overdue Invoices
Analysis Summary
| Metric | Value |
|---|---|
| Total Invoices Analyzed | 11 |
| Last Analysis Timestamp | April 18, 2025 – 5:45 PM EST |
| Next Scheduled Analysis | April 19, 2025 – 6:00 PM EST |
Summary: Overdue Invoices by Aging Bucket
| Aging Bucket | Invoice No | Customer Name | Days Overdue | Amount Due | |
|---|---|---|---|---|---|
| Under 30 Days | INV-1004 | Miller Tech Services | 8 | $12,450.00 | ar@millertsi.com |
| INV-1010 | Sierra Construction | 17 | $8,650.00 | ap@sierracontractors.com |
|
| 30+ Days | INV-1005 | Pinecrest Interiors | 24 | $3,225.00 | finance@pinecrestinteriors.com |
| INV-1008 | Bloom Marketing Inc. | 29 | $1,200.00 | billing@bloommktg.com |
|
| INV-1011 | North Coast Realty | 34 | $950.00 | billing@northcoastrealty.com |
|
| INV-1013 | Apex Auto Parts | 29 | $3,645.00 | finance@apexparts.com |
|
| 60+ Days | INV-1007 | Redwood Legal Group | 62 | $5,500.00 | accounts@redwoodlegal.com |
| INV-1009 | Green Valley Farms | 62 | $2,375.00 | finance@gvfproduce.com |
|
| INV-1012 | ClearPath Healthcare | 78 | $18,200.00 | ap@clearpathhc.com |
|
| INV-1014 | Beacon HR Solutions | 48 | $2,750.00 | billing@beaconhr.com |
Email Notifications
Under 30 Days
To: ar@millertsi.com
Subject: Friendly Reminder: Invoice INV-1004 is Now Overdue
Body:
Hi Miller Tech Services Team,
I hope this message finds you well.
This is a quick reminder that Invoice INV-1004, dated 03/25/2025, for the amount of $12,450.00, was due on 04/10/2025 and is currently 8 days overdue.
We understand that oversights happen, and would appreciate it if you could process the payment at your earliest convenience. If you have already sent the payment, please disregard this notice.
If you have any questions or require further assistance, feel free to reach out to us.
Thank you for your prompt attention to this matter.
Warm regards,
Accounts Receivable
To: ap@sierracontractors.com
Subject: Reminder: Invoice INV-1010 Now Past Due
Body:
Dear Sierra Construction,
I hope this message finds you well.
Just checking in on Invoice INV-1010, totaling $8,650.00, due on 04/01/2025 — it’s currently 17 days overdue.
We understand things can get hectic. Your prompt payment is appreciated. If payment has already been sent, kindly ignore this reminder.
Please let us know if you need any additional details or clarification.
Thank you for your attention.
Best regards,
Billing Team
30+ Days Overdue
To: finance@pinecrestinteriors.com
Subject: Action Required: Overdue Invoice INV-1005 (24 Days)
Body:
Hello Pinecrest Interiors,
I hope you're doing well.
We noticed Invoice INV-1005, due 03/25/2025, remains unpaid. The total is $3,225.00, and it’s now 24 days overdue.
We understand delays can occur and kindly request you to settle this at your earliest convenience. If you have already processed the payment, please disregard this email.
Let us know if there's anything we can assist you with.
Thank you for your timely attention.
Sincerely,
Accounts Receivable
To: billing@bloommktg.com
Subject: Invoice INV-1008 Payment Pending (29 Days Overdue)
Body:
Hi Bloom Marketing Inc.,
I hope this message finds you well.
This is a courtesy follow-up regarding Invoice INV-1008, totaling $1,200.00, which became due on 03/20/2025. It is now 29 days overdue.
We understand things can slip through the cracks. If you've already made the payment, no action is needed. Otherwise, we’d appreciate your attention to this.
Please reach out with any questions or support needs.
Thanks so much,
Collections Team
To: billing@northcoastrealty.com
Subject: 34-Day Overdue Notice: Invoice INV-1011
Body:
Dear North Coast Realty,
Hope you're doing well.
This is a reminder that Invoice INV-1011 ($950.00) was due on 03/15/2025, and is now 34 days overdue.
We appreciate your prompt action on this matter. If the payment has been made, please disregard this message.
Reach out if we can assist you in any way.
Warm regards,
Billing Department
To: finance@apexparts.com
Subject: Payment Overdue: Invoice INV-1013 – Immediate Attention Required
Body:
Hi Apex Auto Parts,
I hope this message finds you well.
We’re reaching out regarding Invoice INV-1013, totaling $3,645.00, due 03/20/2025. It is now 29 days overdue.
Please prioritize the settlement of this invoice. If it has already been taken care of, kindly disregard this notice.
Let us know if there’s anything we can do to help expedite the process.
Thank you for your attention.
Sincerely,
Accounts Receivable Team
60+ Days Overdue
To: accounts@redwoodlegal.com
Subject: Final Notice: Invoice INV-1007 – 62 Days Overdue
Body:
Dear Redwood Legal Group,
I hope you're well.
Despite previous reminders, Invoice INV-1007 ($5,500.00) remains unpaid and is now 62 days overdue (due on 02/15/2025).
This is a final courtesy reminder before we escalate the matter. If payment has already been made, please disregard this notice.
If you need assistance or wish to discuss payment options, do not hesitate to reach out.
We value your partnership and appreciate your prompt action.
Respectfully,
Accounts Manager
To: finance@gvfproduce.com
Subject: Urgent: Invoice INV-1009 is 62 Days Overdue
Body:
Hello Green Valley Farms,
I hope you're doing well.
Invoice INV-1009 for $2,375.00 was due 02/15/2025 and is now 62 days overdue. This is our third reminder.
Please consider this an urgent notice. If payment has been issued, thank you — otherwise, we ask you to address it immediately.
Contact us if there’s anything we can do to support this.
Thanks for your cooperation,
Finance Desk
To: ap@clearpathhc.com
Subject: Final Reminder: Invoice INV-1012 Now 78 Days Overdue
Body:
Hi ClearPath Healthcare,
I hope this note finds you well.
We're writing again regarding Invoice INV-1012 ($18,200.00), originally due 01/25/2025, and now 78 days overdue.
This is an urgent matter and we request immediate resolution. If payment has been sent, please let us know.
Should you need further support or details, we’re here to help.
Thank you for your swift attention.
Warmly,
Billing Team
To: billing@beaconhr.com
Subject: 48-Day Overdue Payment Reminder – Invoice INV-1014
Body:
Dear Beacon HR Solutions,
Hope you’re doing well.
We are still awaiting payment on Invoice INV-1014, issued for $2,750.00, due on 03/01/2025, now 48 days overdue.
Please prioritize this and let us know if assistance is required. If the payment is already underway, thank you — no further action needed.
We appreciate your immediate attention.
Sincerely,
Accounts Receivable
Automated Dunning Agent
Streamlines overdue invoice collections by automating reminders and escalating actions, ensuring steady cash flow and timely receivables.
Chargeback Handling Agent
Efficiently handles chargeback claims by matching them with transaction records and generating accurate, timely responses.
Invoice Adjustment Request Agent
Processes customer requests for invoice adjustments, ensuring they align with company policies.
Discount Verification Agent
Validates applied discounts on invoices, ensuring alignment with company policies and customer eligibility.
Data Privacy Compliance Agent
Ensures billing data follows data retention laws, securely archiving or deleting records as required.
Customer Payment Status Agent
Updates payment status on customer accounts, ensuring billing records reflect the latest information.
