Resume automatically
Once the issue is solved, the responsible user can mark the task complete and the follow-up workflow can continue without losing the dossier history.
Dispute management
Keep all AR-related communication under control
When AR is disputed, cashflow depends on how quickly the right person can resolve the issue.
tobepaid.com registers responses about AR items, pauses follow-up where needed, identifies related email or WhatsApp conversations and notifies the responsible person in your organization.
Request a demoShared through API
Communication is stored as contact registration on AR level and can be shared with CRM software.
Disputes by email
Tasks can be assigned to account managers, who can respond from interactive emails and confirm when a dispute is solved.
Email connection
Connect the administration email address and add incoming emails automatically to the right dossier.
Pause follow-up
If a customer responds to a payment request, the system can pause follow-up until the responsible team has answered.
Dossier building
All contact moments, correspondence and documents are registered to support a complete and accurate dossier.
CRM links
Connections with systems such as Salesforce and Zendesk can help resolve disputes without duplicate handling.