Due date review
Without Sanka
Teams search spreadsheets for overdue invoices at month-end
With Sanka
Detect overdue balances from invoice due dates and payment status
Manage overdue invoices, reminders, and collection follow-up with AI
Use due dates, balances, customer context, previous outreach, and payment promises to draft reminders, create follow-up tasks, and keep collection status in Sanka.
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Overview
Connect overdue detection, reminders, and collection history
Detect overdue invoices
Prioritize open invoices by due date, balance, aging, and customer importance.
Draft reminders
Prepare reminder and dunning copy from customer context, past messages, and days overdue.
Record follow-up
Keep sent history, payment promises, internal checks, and next follow-up on the invoice and customer records.
Tutorial
From overdue detection to collection tasks
- 01Find overdue invoicesReview due date, balance, customer, owner, and previous outreach.
- 02Draft reminder and recovery planUse days overdue, dispute status, and customer context to prepare the message and next action.
- 03Update collection history and tasksReflect sent reminders, payment promises, needs-review status, and next follow-up in Sanka invoices, customers, and tasks.
Compare
Collections become opaque when overdue work stays in personal notes
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Due date review | Teams search spreadsheets for overdue invoices at month-end | Detect overdue balances from invoice due dates and payment status |
| Customer outreach | Message timing and tone vary by owner | Draft customer-aware reminders for review |
| Internal handoff | Sales and finance do not share the latest recovery status | Store promises, disputes, and next actions on the same record |
| Collection tracking | Follow-up history is split across email and notes | Connect collection tasks and history to the invoice workflow |
Customer outreach
Without Sanka
Message timing and tone vary by owner
With Sanka
Draft customer-aware reminders for review
Internal handoff
Without Sanka
Sales and finance do not share the latest recovery status
With Sanka
Store promises, disputes, and next actions on the same record
Collection tracking
Without Sanka
Follow-up history is split across email and notes
With Sanka
Connect collection tasks and history to the invoice workflow
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
FAQ
Frequently asked questions
Can Sanka send dunning emails automatically?
Sanka can support drafts, review, sending history, and controlled automation depending on your policy.
Can sales see overdue status?
Yes. Invoice status can be connected to customer and deal context so account owners see the current collection state.
Can partial payments and disputes be handled?
Yes. Partial payments, remaining balances, dispute reasons, and payment promises can be tracked separately.