New orders created
Triggered when a new order is created in the SAP Business One
About this template
What this workflow does
Invoice reminders and escalations at 30, 60, and 90-day intervals are triggered automatically - eliminating manual tracking and ensuring consistent, timely follow-up without team intervention through automated accounts receivable collections. Reaching customers across email, SMS, and internal Teams alerts maximizes the likelihood of contact and response at each escalation stage, accelerating cash collection across your outstanding receivables portfolio.
Key benefits
- Fully Automated Collections at Every Stage
- Multi-Channel Reach for Faster Payment
- Improved Cash Flow & Reduced DSO
- Zero Missed Follow-Ups at Any Scale
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Customize the flow
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Inside the flow
How the template works
appse ai runs this workflow end to end for SAP Business One — automatically, every single day. Here is exactly what happens when this template runs.
Automated Overdue Invoice Monitoring
Every minute, the system scans SAP Business One for invoices that have crossed the 30, 60, and 90-day overdue thresholds, ensuring no outstanding payment is missed and every follow-up is triggered on time through automated dunning for SAP Business One.
30-Day Overdue: Friendly Email Reminder
Invoices reaching the 30-day overdue mark trigger a professional reminder email sent via Microsoft Outlook, including invoice number, due date, and outstanding amount, providing a timely nudge through automated invoice follow-up email.
60-Day Overdue: SMS Escalation via Twilio
Invoices at the 60-day threshold trigger an SMS reminder sent through Twilio directly to the customer, increasing urgency and reaching contacts through a high-visibility channel for faster payment response.
90-Day Overdue: Internal Escalation via Microsoft Teams
Critically overdue invoices at 90 days trigger a high-priority alert to your internal collections team via Microsoft Teams, enabling rapid escalation decisions and direct customer outreach for severely outstanding receivables.
Real-Time Customer Data Lookup
For every dunning action, the system retrieves the customer's current contact details from SAP Business One using the customer code, ensuring all communications are always sent to the correct, up-to-date contact.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Fully Automated Collections at Every Stage
Invoice reminders and escalations at 30, 60, and 90-day intervals are triggered automatically - eliminating manual tracking and ensuring consistent, timely follow-up without team intervention through automated accounts receivable collections.
02
Multi-Channel Reach for Faster Payment
Reaching customers across email, SMS, and internal Teams alerts maximizes the likelihood of contact and response at each escalation stage, accelerating cash collection across your outstanding receivables portfolio.
03
Improved Cash Flow & Reduced DSO
Automated, timely dunning reduces days sales outstanding by ensuring no overdue invoice is left unattended - improving cash flow predictability and reducing the need for write-offs on forgotten invoices.
04
Zero Missed Follow-Ups at Any Scale
Minute-level SAP monitoring ensures every overdue invoice is captured and acted upon regardless of volume, making the process completely reliable as your invoice load grows through SAP Business One accounts receivable automation.
05
Accurate Customer Communications Every Time
All dunning messages are based on live SAP Business One data, ensuring customers always receive the correct invoice details, amounts, and due dates - eliminating disputes caused by incorrect or outdated reminder information.
06
Faster Internal Escalation for Critical Cases
Automatic Microsoft Teams alerts for 90-day overdue invoices put the most critical cases in front of your collections team immediately, enabling faster decisions and reducing the time to resolution.
07
Scalable Collections Without Adding Headcount
Handle growing invoice volumes and expanding customer bases without increasing collections staff - the automated dunning workflow scales seamlessly with your business as it grows.
01
Fully Automated Collections at Every Stage
Invoice reminders and escalations at 30, 60, and 90-day intervals are triggered automatically - eliminating manual tracking and ensuring consistent, timely follow-up without team intervention through automated accounts receivable collections.
02
Multi-Channel Reach for Faster Payment
Reaching customers across email, SMS, and internal Teams alerts maximizes the likelihood of contact and response at each escalation stage, accelerating cash collection across your outstanding receivables portfolio.
03
Improved Cash Flow & Reduced DSO
Automated, timely dunning reduces days sales outstanding by ensuring no overdue invoice is left unattended - improving cash flow predictability and reducing the need for write-offs on forgotten invoices.
04
Zero Missed Follow-Ups at Any Scale
Minute-level SAP monitoring ensures every overdue invoice is captured and acted upon regardless of volume, making the process completely reliable as your invoice load grows through SAP Business One accounts receivable automation.
05
Accurate Customer Communications Every Time
All dunning messages are based on live SAP Business One data, ensuring customers always receive the correct invoice details, amounts, and due dates - eliminating disputes caused by incorrect or outdated reminder information.
06
Faster Internal Escalation for Critical Cases
Automatic Microsoft Teams alerts for 90-day overdue invoices put the most critical cases in front of your collections team immediately, enabling faster decisions and reducing the time to resolution.
07
Scalable Collections Without Adding Headcount
Handle growing invoice volumes and expanding customer bases without increasing collections staff - the automated dunning workflow scales seamlessly with your business as it grows.
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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