Roadmap

Collections agent

Ranks overdue shop balances and drafts the day's collection route and reminders.

How it works

What it does, and who signs

Watches: Overdue shop balances, area by area
Drafts: A collection route and payment reminders
Approved by: Accounts

Guardrails

The limits it works within

Reminders are sent only after approval
Uses the shop's statement, never an estimate
Stops chasing once a payment posts