> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Collections

> Automate payment reminders and manage your accounts receivable workflow

export const AriMention = () => <span className="slack-mention">@Ari</span>;

export const SlackMessage = ({children, name = "Bailey", initials = "B", color = "#611f69", avatar = "/images/bailey-avatar.png", app = false, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: avatar ? "transparent" : color
}}>
      {avatar ? <img src={avatar} alt={name} /> : initials}
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">{name}</span>
      {app ? <span className="slack-app-badge">APP</span> : null}
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
    <div className="slack-actions">
      <button type="button" className="slack-action-btn" aria-label="Copy message" title="Copy message" onClick={e => {
  const msg = e.currentTarget.closest(".slack-msg");
  const el = msg && msg.querySelector(".slack-text");
  if (el && navigator.clipboard) {
    navigator.clipboard.writeText(el.innerText);
    const btn = e.currentTarget;
    const prev = btn.innerHTML;
    btn.innerHTML = '<svg viewBox="0 0 24 24" fill="none" stroke="#2AD48A" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="20 6 9 17 4 12"/></svg>';
    setTimeout(() => {
      btn.innerHTML = prev;
    }, 1200);
  }
}}>
        <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
          <rect x="9" y="9" width="13" height="13" rx="2" ry="2" />
          <path d="M5 15H4a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h9a2 2 0 0 1 2 2v1" />
        </svg>
      </button>
    </div>
  </div>;

Collections is where accounts receivable meets efficiency. Ari helps you send timely payment reminders, track payment promises, and manage overdue invoices—all from Slack. No manual follow-ups, no forgotten deadlines.

## Sending Payment Reminders

Keep customers informed about upcoming and overdue payments with automated reminders that maintain your brand's tone.

<Steps>
  <Step title="Identify overdue invoices">
    @Ari show me overdue invoices or ask Ari to automatically identify them by customer
  </Step>

  <Step title="Send reminder">
    Request a reminder email to be sent to one or multiple customers
  </Step>

  <Step title="Review message">
    Ari shows you a preview of the reminder message before sending
  </Step>

  <Step title="Approve and send">
    Click **Approve** and the reminder is sent immediately
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> send a payment reminder to Acme Corp for invoice #INV-12345 that's 15 days overdue</SlackMessage>

<SlackMessage><AriMention /> send payment reminders to all customers with invoices overdue by more than 30 days</SlackMessage>

<SlackMessage><AriMention /> remind TechStart Inc about their outstanding balance of {"$"}8,500</SlackMessage>

<SlackMessage><AriMention /> send a payment reminder to Global Systems LLC with this message: "We appreciate your partnership. Please remit payment by end of week."</SlackMessage>

<Note>
  Reminders are sent to the billing email address in your Stripe or HubSpot records. Ari tracks which reminders have been sent to avoid duplicate messages.
</Note>

## Tracking Payment Promises

When a customer commits to a payment date, log it with Ari so you can follow up appropriately.

<Tip>
  Payment promises create a paper trail in Slack. This is especially useful for customers working through cash flow challenges or waiting for project completion payments.
</Tip>

<Steps>
  <Step title="Log the promise">
    @Ari log a payment promise from the customer
  </Step>

  <Step title="Provide details">
    Include the customer name, amount promised, and the promised date
  </Step>

  <Step title="Set follow-up">
    Ari can automatically remind you if the payment doesn't arrive by the promised date
  </Step>

  <Step title="Track fulfillment">
    When payment arrives, tell Ari to mark the promise as fulfilled
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> log a payment promise from Acme Corp: {"$"}5,000 to be paid by February 28, 2024</SlackMessage>

<SlackMessage><AriMention /> record that TechStart Inc promised {"$"}3,200 by March 15</SlackMessage>

<SlackMessage><AriMention /> mark the promise from Global Systems as fulfilled - payment received</SlackMessage>

## Managing Overdue Invoices

Get visibility into overdue invoices and take action directly from Slack.

<SlackMessage><AriMention /> what invoices are overdue?</SlackMessage>

<SlackMessage><AriMention /> show invoices overdue by more than 30 days</SlackMessage>

<SlackMessage><AriMention /> what does Acme Corp owe that's overdue?</SlackMessage>

<SlackMessage><AriMention /> what's our total overdue amount across all customers?</SlackMessage>

<AccordionGroup>
  <Accordion title="What counts as overdue?">
    An invoice is considered overdue if today's date has passed the due date without a full payment being recorded.
  </Accordion>

  <Accordion title="How does Ari track payments?">
    Ari syncs payment data from Stripe in real-time. Payments recorded in Stripe are reflected in Ari instantly.
  </Accordion>

  <Accordion title="Can I export overdue reports?">
    Ari can post overdue summaries to Slack or export them to a format you choose for further analysis.
  </Accordion>
</AccordionGroup>

## Collections Workflow Best Practices

<Steps>
  <Step title="Establish clear terms">
    Set Net 30, Net 45, or custom payment terms at invoice creation
  </Step>

  <Step title="Send first reminder early">
    Send a friendly reminder 3-5 days before the due date
  </Step>

  <Step title="Follow up post-due">
    After the due date, escalate with a second reminder
  </Step>

  <Step title="Personal outreach">
    For large or persistent overdue amounts, arrange a direct conversation
  </Step>

  <Step title="Document promises">
    Always log payment promises so you have a record
  </Step>
</Steps>

## Collections Reporting

View collections metrics and performance directly in Slack.

<SlackMessage><AriMention /> give me a collections summary for February</SlackMessage>

<SlackMessage><AriMention /> what's our Days Sales Outstanding (DSO)?</SlackMessage>

<SlackMessage><AriMention /> show collection rates by customer segment</SlackMessage>

<Note>
  These metrics pull from your Stripe and HubSpot data, giving you real-time visibility into your cash flow and collection performance.
</Note>

## Integration with AR Workflow

Collections is part of Ari's larger accounts receivable system. It works seamlessly with invoicing, revenue analytics, and reconciliation to give you a complete financial picture.

* **Invoicing**: Create invoices that automatically become part of your collections workflow
* **Reminders**: Automated reminders tie directly to invoice due dates
* **Reconciliation**: Match payments to invoices effortlessly
* **Analytics**: Track collection rates and identify at-risk customers early