HOW IT WORKS
A practical workflow for everyday credit control, from the first reminder to the next agreed action.
STEP 01
Import account data, balances and contact details. Bring the information your team needs into a Case record.
An account has an outstanding balance, earlier reminders and no active arrangement.
STEP 02
Choose the triggers, conditions, approved templates and contact rules for your operation. Let configured workflows handle the repeatable steps.
A payment reminder is scheduled according to your contact policy.
STEP 03
When a reply or an exception needs judgement, your team can review it alongside the account history and decide the next step.
The customer asks for more time. A controller reviews the request before agreeing an arrangement.
STEP 04
Capture the agreed amount and dates. Keep the arrangement visible and use configured reminders and follow-up to manage it.
An instalment is due Friday. The plan is recorded against the same account.
STEP 05
Use payment events, commitment status and contact history to determine what happens next. A missed payment can trigger configured follow-up.
A missed commitment is flagged for the next action under your team’s rules.
STEP 06
Review account activity, outstanding balances and work needing attention across your portfolio. Keep your team working from the same information.
A manager sees which accounts are progressing and which need a decision.
LET’S TALK ABOUT YOUR OPERATION
See how PayPathIQ could fit your accounts, your team and your way of working.
A focused walkthrough. Built around your business.