What are Collection Paths?
A Collection Path defines the automated communication and task workflow used to chase outstanding invoices.
Collection Paths allow you to:
- Automate reminder emails
- Schedule follow-up tasks
- Apply structured escalation over time
- Assign different chasing strategies to different customers
You can create multiple Collection Paths and assign them based on customer type, risk profile, or internal process.
Chasing Modes
Each Collection Path uses one of two Chasing Modes:
- Per Invoice chases each invoice independently, based on fixed days before or after its due date.
- Consolidated groups invoices into overdue ranges (ageing bands) and chases them together.
For full details on both modes and guidance on when to use each, see Chasing Modes: Per Invoice and Consolidated.
Automatic chasing with more than one Collection Path
Having multiple Collection Paths allows you to chase your customers in different ways for invoice payments that are outstanding. For example, you may have a different Collection Path for your ‘Key’ customers compared to your ‘Problematic’ customers. This means you can alter the steps per path individually, allowing you to change the tone, customize the email content and language required to target your customers.
Collection Paths When you navigate to the Collection Paths screen, you will see a list of the Collection Paths that you have setup. The Default Collection Path is denoted by the 'Default' tag against the Collection Path.
Click on the ‘Add Path’ button to get started in creating new Collection Paths! You can then setup your Collection Path, adding the steps and corresponding email templates to chase your customers for outstanding invoices.
Collection Path ConfigurationSee Configure a Collection Path, for further information on how to do this.
Global Settings
To configure some global email settings used by your Collections Paths please see Email Settings.