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Know what is owed, and who is chasing it.

Track receivables, automate follow up and close out overdue balances.

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Receivables, worked rather than watched.

Ageing, ownership and the next action on one screen, so overdue balances get chased on a schedule instead of at month end.

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  • Ageing by entity

    Standard ageing buckets are held per legal entity and consolidated into your reporting currency, so the group view and the entity view never disagree.

  • Ranked worklist

    The queue is ordered by how likely each balance is to be recovered rather than by invoice date, and every balance carries the person who owns it.

  • Automated follow up

    Reminder and escalation sequences run on the schedule you set. Each one stops the moment the invoice is settled, so nobody chases a paid balance.

  • Promise to pay

    Record the date and the amount a customer committed to. The invoice leaves the active worklist until that date, and comes back if the money does not.

  • Part payments

    Settle part of a balance against the invoice it belongs to. The remainder stays open on its original ageing rather than resetting as a new receivable.

  • Disputes and write-off

    Park a disputed line while it is queried, or write it off for good. Both take an approval and leave a dated audit trail on the invoice.

The queue starts with the balance most likely to land.

Ranked, not sorted

Occurly reads payment history, ageing, contact response and the size of the balance, and puts the account worth calling first at the top. Sorting by oldest invoice puts the least collectable balance at the top of every list.

  • Ranked by likelihood to recover
  • Owner on every balance
  • Reason recorded for every ranking

The follow up is written for you, not sent for you.

Drafted, then approved

Occurly drafts the next message with the invoice, the ageing and the history already in it. A person reads it and sends it. Nothing reaches a customer without review, which is the line finance teams actually want held.

  • Draft message per balance
  • Approval before anything sends
  • Sequence stops the moment it is paid

Works with the rest of Occurly.

Eleven modules on one data model, one catalog and one ledger.

Collections
questions.

How is collections different from dunning?

Dunning recovers a payment that failed on a card or a bank debit. Collections chases an invoice that was issued and never paid, which is a receivables problem: ageing, ownership, promises to pay and part payments. Most businesses need both, and in Occurly they read from the same invoice.

What does Occurly decide, and what do we decide?

Occurly ranks the worklist, proposes the next action and drafts the message. A person approves it. Nothing is sent to a customer without review, and every suggestion records the reason it was made.

Can we track promises to pay and part payments?

Yes. A promise to pay carries a date and an amount and moves the invoice out of the active worklist until that date. Part payments settle against the invoice and the remaining balance keeps its original ageing.

Does ageing work across entities?

Ageing is reported per legal entity and consolidated into your reporting currency, so a group view and an entity view never disagree about what is outstanding.

Close out the overdue column.

Book a demo
30 minutes
A working session on your overdue balances, not a slide deck.
Your ageing report
Bring it and we will show you the same balances as a worklist, ranked, with the follow up already drafted.
In writing
Scope, migration path and commercials follow the same day.