Dunning, A/R Aging & Collections Automation for Perfex CRM

Stop chasing overdue invoices manually.

LenzDunning turns Perfex CRM into a complete Dunning, Accounts Receivable & Collections Management system. Automate invoice follow-up, manage collection cases, handle payment promises and disputes, generate warning documents, analyze A/R aging and track recovery — all inside Perfex CRM.

• Automated workflows: pre-due, due-date and overdue reminders.
• Collections Workspace: see exactly what needs staff attention.
• Customer self-service: Promise-to-Pay and Invoice Dispute forms.
• Professional documents: warning PDFs and customer statements.
• A/R visibility: aging, balances, collection context and recovery reporting.
• Safe history: immutable workflow revisions and detailed delivery records.

How It Works

1. Choose a workflow — use a preset or create your own.
2. Configure stages — reminders, warnings, communication, documents, deadlines and optional fees.
3. Let LenzDunning process eligible invoices according to your published workflow.
4. Handle exceptions such as promises, disputes, failed deliveries and staff follow-ups.
5. Monitor results through Collections, A/R Aging, statements and recovery reporting.

1) Operational Dashboard — See the Complete Picture

See receivables, overdue exposure, active dunning cases, recovery, promises, disputes and collection actions from one dashboard.

2) Workflow Presets — Start Fast

Start with Blank, Friendly, Standard or Strict, or use editable country-oriented starter presets for Germany, Switzerland, France, United Kingdom, United States and India. Every preset remains fully editable.

3) Flexible Dunning Workflows

Build multi-stage collection workflows with actions before the due date, on the due date, after the due date, after a previous stage or deadline, and manual-only stages. Configure email/SMS, documents, deadlines, business-day timing and optional fees per stage.

Published workflows use immutable revisions, so changes never silently alter cases already running on an older revision.