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# Collections & Receivables

Collections in Tabs automates accounts receivable — tracking outstanding invoices, sending follow-up reminders, and giving finance teams real-time visibility into what customers owe.

## Monitoring receivables

Tabs provides complete visibility into the status of every receivable:

* Monitor incoming payments and outstanding balances in real time
* Identify overdue invoices and trigger escalation workflows
* Ensure payments are matched to the correct invoices without manual reconciliation

The collections view shows invoice workflow stages — **Sent**, **Pending**, **Overdue**, and **Paid** — so your team can prioritize follow-ups and reduce days sales outstanding (DSO).

## Automated follow-ups

Tabs keeps customers on track with their payment obligations:

* **Automated dunning** — send follow-up reminders based on predefined sequences when invoices go overdue
* **Kanban-style tracking** — instantly see which invoices need attention across your customer base

Custom reminder cadences and tailored messaging per customer are supported in the product roadmap. Contact your Customer Success Manager for current dunning configuration options.

For aging buckets and days-to-pay analysis, see [Receivables Reports](/receivables-reports).

## Collections Agent

The **Collections Agent** processes customer replies to invoice-related emails. When a customer responds to an invoice, dunning email, or collections reminder, the agent:

1. Analyzes the email content
2. Queries Tabs for relevant context — customer info, invoice status, contracts, payment history
3. Proposes a plan of actions for your review or auto-executes based on your policy settings

Access inbound emails at **Invoicing → Inbound Emails**. Emails only appear when a customer replies to a system-generated email thread — the agent cannot process unrelated inbound mail.

### Agent workflow statuses

| Status           | Meaning                                         |
| ---------------- | ----------------------------------------------- |
| **Needs Review** | Agent has a pending plan awaiting your approval |
| **Executed**     | Agent completed the plan                        |
| **Failed**       | An error occurred — contact your CSM            |

### Available actions

The agent can propose plans that include:

| Action                         | Description                                                                                                   |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------- |
| Mark invoice as pending        | Update invoice status with optional payment date, method, and notes                                           |
| Update PO number               | Update the PO number on the invoice                                                                           |
| Update primary billing contact | Update the customer's primary billing contact                                                                 |
| Update CC billing contact      | Add or remove CC billing contacts                                                                             |
| Send email                     | Compose and send a reply with optional attachments (invoice PDF, contracts, W9, configured invoice documents) |

Plans are all-or-nothing — clicking **Execute** runs the entire plan; clicking **Reject** discards it. If multiple emails arrive for the same invoice thread, plans roll up into a single pending plan per thread.

## Related resources

* [Receivables Reports](/receivables-reports) — aging report and average days to pay
* [Payments & Integrations](/payments-integrations) — recording payments and cash application
* [Review Outstanding Collections](/collect-payments/collections) — identify overdue invoices via the API
* [Billing → Invoices & Integrations](/billing-invoices) — how invoices are generated and sent