Payment collection agent
Reminds customers about overdue invoices with good manners, answers the question behind the delay, offers payment plans within rules you set, sends the payment link, and confirms receipt. Disputes and hardship go to your team with the full conversation.
The conversation
What you connect
Your billing system or an invoice spreadsheet, your payment link provider, your rules for plans and waivers, WhatsApp or SMS.
Setup time
About 30 minutes.
Read the conversation as text
Agent: Hello Mr Osei, a friendly note from Brightline Fitness: your January membership invoice of $60 is 12 days past due. Here is the payment link if now is a good time.
Customer: I thought I cancelled in December
Agent: Let me check. I can see a downgrade request on Dec 18, but the cancellation was not completed, so January billed at the old rate. I am sorry about that. Two options: I can cancel now and waive this invoice, or apply the downgrade and adjust this invoice to $35. Which would you like?
Customer: Downgrade and I'll pay the 35
Agent: Done. The invoice now shows $35. Same link works.
Customer: Paid
Agent: Received, thank you. Your plan is updated and a receipt is in your email.
Job completed: payment collected