Platform · Module · Sales and finance management
Dunning: reminders go out by themselves, negotiation reaches a person.
Ordeno's dunning sequence sends a reminder before the due date, a notice on the day and collection messages after, by WhatsApp and email, with a duplicate boleto or Pix. An identified payment ends the sequence. Delays beyond the limit block the customer's new orders at the credit check.
What this module solves
Forgotten collections
Each receivable follows the sequence without depending on someone remembering.
Duplicate boletos by phone
The customer receives and requests a duplicate boleto right on WhatsApp.
Selling to defaulters
The delay is factored into the credit check of the next order.
How it works
Build the sequence
Days before and after the due date, channel and text of each step.
Automatic sending
Messages with Meta-approved WhatsApp templates and emails with the boleto or Pix.
Payment ends it
Automatic settlement through reconciliation stops the sequence for that receivable.
Staged negotiation
Each overdue receivable moves through the stages to contact, contacted, negotiating, promise to pay and resolved, with a deadline per stage.
Linked to credit
Delays above the limit block new orders until the account is settled.
Where AI comes in and where rules apply
Rule
Dates, amounts, interest and credit blocks follow the registered policy.
AI
Coming soon: the collections agent answers the customer, sends the duplicate, records the promise to pay and hands negotiation over to a person.
What it usually replaces
Connected to other modules
Frequently asked questions
Does the dunning sequence send on WhatsApp?
Yes, with Meta-approved message templates, and by email.
Does the agent negotiate discounts?
No. It records the customer's request and passes it to finance, which decides.
Does payment stop the sequence?
Yes. Automatic settlement ends the sequence for that receivable.
Does it block delinquent customers?
Yes, if company policy requires it, at the order's credit check.
See this module running in your operation.
Free assessment: we map the process, show what moves off spreadsheets and side systems, and agree on the price before we start.