Or click to browse files
Supported formats: .xlsx, .xls, .csv| Customer | Account # | Invoice # | Business Unit | Contact | Balance | Days Overdue | Classification | Actions |
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Your CSV file should have these columns:
| customer_name | account_number | invoice_number | original_invoice_date | payment_terms | business_unit | contact_name | contact_email | current_balance |
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The processed output includes classification and email status:
| customer_name | account_number | invoice_number | business_unit | original_invoice_date | balance_due_date | current_balance | days_overdue | classification | email_sent | sent_date | template_used |
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Please wait while we generate your dunning notices.
The system will now load sample customer data for demonstration purposes.
Integration with, or CSV feed from the accounting system to automatically import customer AR aging data.
This will replace the manual file upload process with automated data synchronization.Integration with AWP email system for outbound email sending.
This will enable automated dunning notices to be sent directly to customers.