Specifically, how are you managing dunning, payment reminders, and collections follow-up? Built in-house with Flow, a third-party AR tool, or still mostly manual/spreadsheet-based?
Disclosure: I work on Quick Receivable, a Salesforce-native AR automation app. I'm trying to understand what's actually working for teams before assuming we have the answer
That matches what we've been hearing too. Flow covers the "send a reminder" part fine, but promises to pay and exception handling (partial payments, disputed invoices, escalation rules) need actual state tracking, and that's where Flow logic gets brittle fast.
Curious when collections got messy for you, was it more the volume of exceptions, or just not having a clean audit trail of who promised what and by when?
