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Debt Collection

Manage all your defaulting clients more easily and intuitively with Pneumatic's Debt Collection template.

Workflow template includes the following steps

Step 1 — Identify Defaulting Clients

Identify the clients who have defaulted on their payments.

Due Date

Output Field Conditions

Step 2 — Send First Reminder

Send the first reminder to the defaulting clients about their overdue payments.

Output Field

Step 3 — Follow-up

Follow up with the clients who have not responded to the first reminder.

Due Date

Output Field Conditions

Step 4 — Initiate Legal Action

If the client still has not made the payment, initiate legal action.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Debt Collection

The Debt Collection process is a critical function for any business. It ensures the recovery of funds that are due, thereby improving the overall financial health of the company. With Pneumatic’s Debt Collection template, this process becomes much more manageable and intuitive. This template aids in organizing all the necessary steps and making the crucial decisions to enhance your company’s performance.

The Debt Collection process is not just about recovering funds, but it is also about maintaining healthy relationships with clients. A well-managed debt collection process can help prevent damaging these relationships. The Pneumatic’s Debt Collection template is designed to handle these situations delicately, ensuring that your clients are treated with respect and understanding while still ensuring that debts are collected.

Furthermore, this template provides a more stringent billing process, which can help prevent defaults in the future. By having a clear, organized process, you can ensure that all bills are sent out on time and that all payments are tracked accurately. This can significantly reduce the number of defaulting clients and improve your company’s cash flow.

In conclusion, the Debt Collection process is an essential part of any business. With Pneumatic’s Debt Collection template, you can manage this process more efficiently and effectively, leading to improved financial health and client relationships.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

Use our Workflow Template Generator to create a customized template
for this business process based on your prompt

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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