Keep customer support ops on top of dunning follow-ups

Customer support ops miss payment follow-ups when deals enter dunning, causing billing delays and disputes. So finance and support begin collections promptly and avoid overlooked overdue accounts.

Overview

Missed dunning follow-ups lead to billing disputes and strained finance-support handoffs. This workflow guarantees a standardized payment check task for every dunning deal, eliminating missed follow-ups and giving teams a clear, auditable path to pursue collections.

Notable Features

Create standardized payment check tasks
Assign follow-ups to finance or support
Filter dunning deals before task creation