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# How to automate accounts receivable follow-up
- URL: https://blog.jestor.com/automate-receivables-follow-up/
- Published: 2026-09-16T18:53:07.000Z
- Updated: 2026-09-16T18:53:07.000Z
- Author: Bruno Bannach

Effective **receivables follow-up** is a sequence triggered by dates, not a task someone remembers on a slow afternoon. In **Jestor**, an automation can send a message before the due date, another after it, and escalate internally as the delay grows, while the **ERP** continues to hold the financial record.

## Why collections slips in smaller companies

Nobody enjoys chasing payment, and there is always something more urgent. The result is that follow-up happens in bursts, usually when cash gets tight, which is the least effective moment.

A structured sequence removes the emotional cost, because nobody decides to send it.

What consistent follow-up changes:

- Reminders sent before the due date, which prevents most delays
- Consistency across customers, rather than chasing whoever is remembered
- Escalation tied to how late a payment is
- A record of every contact attempt
- Early visibility of a customer with a developing problem

## A follow-up sequence

| Moment          | Action                                   | Tone          |
| --------------- | ---------------------------------------- | ------------- |
| Days before due | Courtesy reminder                        | Informative   |
| Due date        | Payment details resent                   | Neutral       |
| Shortly after   | Check whether something is blocking it   | Helpful       |
| Further delay   | Internal escalation to the account owner | Internal only |
| Extended delay  | Formal notice per your policy            | Formal        |

## Step by step to build it

1. **Bring open receivables into the operational layer**, keeping the ERP as the financial record.
2. **Define the sequence** and the interval between each step.
3. **Create approved message templates** for the customer facing steps.
4. **Trigger by date**, comparing the due date against today.
5. **Add an internal escalation** to the account owner rather than only customer messages.
6. **Stop the sequence automatically** once payment is registered.
7. **Track contact attempts** on the record, so history is visible.

## Why stopping the sequence matters more than starting it

The fastest way to damage a customer relationship is to keep sending reminders after they have paid. The stop condition deserves more testing than any other part, because the failure is highly visible and entirely avoidable.

## Why choose Jestor

**Jestor** connects natively to **Omie** and Conta Azul, so receivables status can drive operational follow-up while the ERP keeps handling reconciliation and the financial record. Messages go out through native **WhatsApp** automations on the official **Meta API** or by email, every contact stays on the record, and escalation is a conditional rule rather than a reminder.

## Frequently Asked Questions

### Does Jestor handle the payment itself?

No. The ERP holds the financial record and executes reconciliation. See [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### What is the most important part to test?

The stop condition, so nobody is chased after they have already paid.

### Can escalation go to an internal person?

Yes. Escalation does not have to be customer facing.

## Video Tutorial: Step by Step

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by **AI**. Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.