Omie Integration: How to Create an Automated Dunning Process

Omie has impeccable Accounts Receivable tracking. However, knowing a client is in default is only half the job. The other half is execution: sending the email, messaging on WhatsApp, and negotiating the debt. If your finance team exports the debtor list from the ERP to Excel and makes manual collections, the operation doesn't scale. The solution is Automated Dunning.

The Systemic Collector

The ERP is the vault, but the communication flow requires a transactional automation engine (Workflow) that acts without relying on human memory.

Default Management in Jestor

This is how Jestor acts to recover your cash flow:

Status Sync (API): The invoice expires in Omie. Via native integration, Omie notifies Jestor, which automatically creates a "Collection Card" on the finance sector's Kanban.
Omnichannel Automation: On Day 1 of delay, Jestor fires a reminder email with the duplicate invoice. On Day 5, it fires an automatic WhatsApp (via Webhook).
Negotiation Logging: If the client replies asking for an extension, the chat is logged in the Jestor card. The analyst approves the new date, and the system updates the title in Omie automatically.

Frequently Asked Questions (FAQ)

Doesn't automated collection annoy the client? Not if the message tone is adjusted. In Jestor, you create friendly email templates ("Hi, we noticed the payment hasn't cleared yet...") preserving the B2B relationship. MeetJestor.

Can it generate tasks for the Sales team to act? Yes. If the debt passes 30 days, the flow can alert the account executive (Rep) to intervene commercially and save the contract.

Does the status change when the client pays? Immediately. As soon as the bank clears it in Omie, Jestor moves the collection card to "Resolved."

Conclusion

With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all code-free and AI-supported.

Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.

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