AR & collections
Send dunning and collections follow-ups
Imagine sends dunning and collections follow-ups automatically, drafting each message in your firm's tone with the specific invoice, amount, and payment link included. The cadence and escalation rules are yours to set, and messages pause for disputes or partial payments, so reminders stay timely and professional. You approve the approach once, and the ongoing chasing is handled for you.
The manual reality today
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01
Follow-ups depend on someone remembering
Manual reminders get sent late or not at all when the team is busy, and overdue invoices keep aging while no one is chasing them.
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02
Tone is hard to get right under pressure
A reminder that is too soft gets ignored and one that is too harsh can damage a client relationship. Striking the balance every time, by hand, is exhausting.
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03
Escalation is inconsistent
Without a clear sequence, some clients get chased five times and others slip through entirely. The lack of a reliable cadence makes collections feel random.
How Imagine handles it
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01
Define your cadence and tone
Set the timing, escalation steps, and voice for reminders, from a gentle nudge before the due date to a firmer notice when an invoice is badly overdue.
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02
Draft each message with full context
Every follow-up is personalized with the invoice number, amount due, days overdue, and a payment link, referencing prior emails so it never repeats itself.
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03
Send through your own email and pause when needed
Reminders go out from Gmail or Microsoft Outlook on schedule, and messages are held automatically when a dispute, reply, or partial payment appears.
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04
Escalate and log every touch
If an invoice stays unpaid, the sequence advances to the next step you defined, and every message sent is recorded so the full history stays visible.
Works with the tools you already run
- Gmail
- Microsoft Outlook
- QuickBooks Online
- Stripe
- Bill.com
- Xero
What changes
Invoices get chased on time, every time
Reminders go out reliably the moment they are due rather than whenever someone gets to it, so balances stop aging unnoticed.
A consistent, professional client tone
Every client receives a courteous reminder that sounds like your business, which protects relationships while still making it clear that payment is expected.
Hours of manual follow-up returned
Your team stops writing the same emails over and over and gets that time back for work that needs a human.
Frequently asked questions
Will the follow-ups sound like they came from a bot?
No. Messages are written in your firm's voice and tailored to the specific invoice, the client relationship, and how overdue the balance is. You can review templates and live drafts so every reminder reads like a person on your team sent it.
What happens if a client replies or disputes an invoice?
The sequence pauses automatically for that account when a reply, dispute, or partial payment is detected, so no one gets chased over something already in motion. The account is flagged for a human and resumes only when you decide it should.
Can I control the timing and escalation steps?
Yes. You define the full cadence, including how many days before or after the due date each message sends and how the tone firms up over time. The rules are followed exactly, and nothing escalates faster than you allow.
Does it send from my own email address?
Yes. Messages go through your connected Gmail or Microsoft Outlook account, so they come from your firm, keep your branding, and thread naturally with prior correspondence.