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Patrząc na to, ile czasu to zaoszczędziło i na jaką pracę ten czas teraz idzie, to jest jak dzień do nocy. Naprawdę warto to delegować.
Looking at how much time it saved, and the work that time goes to instead, it’s night and day. It’s genuinely worth delegating.
What day-to-day work looks like when you handle hundreds of invoices and several people are involved.
Invoices and customer data flow in from your ERP, and every new invoice goes straight onto the right path. Sunbay sends reminders, text messages and interest notes on its own, so your team can focus on the cases that need a conversation. It handles anything from a few hundred to several thousand invoices a month.
In Sunbay every step of a path has an owner and a deadline. A salesperson gets the task of sending the first reminder, someone in finance gets the call to the customer's accounting team, and a manager gets the escalation decision. When a deadline passes, Sunbay sends a reminder about the task and moves the step on.
One view shows overdue invoices, today's tasks and cases waiting for a decision. Every case shows the next step and who will take it, so you know first thing in the morning what to work on.
Every message shows its delivery status, and for emails you also see whether the customer opened them. That tells you when to switch to a text or a call, and you no longer hear that the email never arrived.
You set the tone and the order of steps separately for each customer group. The first reminder can come from the account manager's mailbox, and for key accounts the interest note waits for their approval. Customers see a reminder before the due date as good service, not as debt collection.
Yes. When you agree on installments with a customer, you record the schedule next to the invoice, and Sunbay reminds the customer about each installment and checks whether it has arrived. If an installment is late, the case goes back onto its path.
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