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Commercial Workflow

Payment Collection

Automated collection workflows that send contextual reminders, payment links and plans grounded in each customer relationship.

Estimated time saved
22 hrs / mo
Business impact
12 days off DSO
Deployment
Under 72 hours
Business problem solved

Late payments and manual follow-ups drain working capital and operator attention every week.

Expected outcome

Get paid faster with smart links, reminders and payment plans.

Systems connected
Pinch PaymentsXeroGmail
Included capabilities
  • Send contextual payment reminders
  • Offer payment plans automatically
  • Track collection performance by customer
  • Reconcile collections to invoices
Commercial reasoning

Collection delays are often process failures, not customer failures.

Provvy sequences outreach using invoice age, customer history and cashflow impact.

Preview the workflow end-to-end or deploy it into your Commercial OS workspace.