Dunning, A/R Aging & Collections Automation for Perfex CRM

NOTE: This is a module for
Perfex CRM.
It is not a standalone script.

Dunning, A/R Aging & Collections Automation for Perfex CRM

Stop chasing overdue invoices manually.

LenzDunning turns Perfex CRM into a complete
Dunning, Accounts Receivable & Collections Management system.
Automate invoice follow-up, manage collection cases, handle payment promises and disputes,
generate warning documents, analyze A/R aging and track recovery — all inside Perfex CRM.

• Automated workflows: pre-due, due-date and overdue reminders.
• Collections Workspace: see exactly what needs staff attention.
• Customer self-service: Promise-to-Pay and Invoice Dispute forms.
• Professional documents: warning PDFs and customer statements.
• A/R visibility: aging, balances, collection context and recovery reporting.
• Safe history: immutable workflow revisions and detailed delivery records.

How It Works

1. Choose a workflow — use a preset or create your own.
2. Configure stages — reminders, warnings, communication, documents, deadlines and optional fees.
3. Let LenzDunning process eligible invoices according to your published workflow.
4. Handle exceptions such as promises, disputes, failed deliveries and staff follow-ups.
5. Monitor results through Collections, A/R Aging, statements and recovery reporting.

1) Operational Dashboard — See the Complete Picture

See receivables, overdue exposure, active dunning cases, recovery, promises, disputes
and collection actions from one dashboard.

2) Workflow Presets — Start Fast

Start with Blank, Friendly, Standard or Strict, or use editable country-oriented
starter presets for Germany, Switzerland, France, United Kingdom, United States and India.
Every preset remains fully editable.

3) Flexible Dunning Workflows

Build multi-stage collection workflows with actions before the due date, on the due date,
after the due date, after a previous stage or deadline, and manual-only stages.
Configure email/SMS, documents, deadlines, business-day timing and optional fees per stage.

Published workflows use immutable revisions, so changes never silently alter cases
already running on an older revision.

4) Workflow Simulator — Test Before You Publish

Preview the complete workflow using a hypothetical invoice date and balance.
See projected stages, business-day timing, deadlines, communication, documents and fee effects
without creating cases, sending messages or applying fees.

5) Collections Workspace — Know What Needs Attention

Give staff one focused queue for cases requiring human action:
broken promises, disputes, overdue follow-ups, communication problems, final warnings,
holds, reopened cases and fee decisions.

Assign collectors, change priorities, log contact, add notes, schedule follow-ups
and take collection actions directly from the workspace.

6) Track Every Dunning Case

Every invoice in dunning has its own structured case with the current workflow stage,
next action, outstanding balance, collector, priority, holds, Promise-to-Pay,
disputes, documents, communication history and collection activities.

7) Promise-to-Pay

Let customers securely commit to a payment date and optional amount.
An active promise can place the case on hold while LenzDunning tracks qualifying payments,
fulfilled promises and broken commitments.

Invoice Disputes

Customers can securely report problems such as an incorrect amount, incorrect invoice details,
payment already made, service issues, reference problems or requests for more time.
An open dispute pauses automated escalation until staff review and resolve it.

9) Professional Warning PDFs

Generate professional, numbered reminder and warning documents directly from workflow stages.
Use multilingual templates, merge fields, balances and deadlines, and optionally attach both
the warning document and original Perfex invoice PDF to customer emails.

Generated documents are preserved as historical records.

10) Accounts Receivable Aging

See who owes you money, how much they owe and how old the balance is
across Current, 1–7, 8–14, 15–30, 31–60, 61–90 and 90+ day buckets.

Partial payments and credits reduce the outstanding amount, while collection context shows
the customer’s current dunning status. Financial reports remain currency-specific.

11) Professional Customer Dunning Statements

Generate clear customer-level statements containing opening and closing balances,
invoices, payments, credits, aging, outstanding invoices and customer-safe collection context.

Statements can be previewed, downloaded as PDF or emailed to eligible customer contacts,
with historical snapshots preserving what was generated.

More Features & Controls

• Controlled dunning fees:
  fixed or percentage fees, informational fees, automatic invoice items or staff approval before applying.
• Business-day scheduling:
  calendar or Monday–Friday business-day calculation with next/previous business-day weekend handling.
• Reliable retries:
  recipient-level delivery history, retry scheduling, duplicate-send protection and safe handling of unknown
  provider outcomes.
• Invoice lifecycle synchronization:
  reacts to payments, credits, cancellations, reopening, deleted invoices and fully paid balances.
• Setup & diagnostics:
  check database, email, SMS provider, document storage, cron, workflows and permissions before enabling
  automation.
• Perfex-native integration:
  native permissions, invoice visibility, email infrastructure, invoice PDFs, currencies, dates and DataTables.
• No Perfex CRM core modifications required.

Important: provider “accepted” status means the configured email/SMS provider accepted
the request. It does not guarantee inbox delivery, message opening, reading or SMS handset delivery.

Who Is LenzDunning For?

Ideal for agencies, software companies, MSPs, consultants, accounting firms,
subscription businesses, maintenance/property companies, wholesalers,
B2B service providers and Finance / Accounts Receivable teams using Perfex CRM.

If you currently check overdue invoices manually, send follow-ups one by one,
or keep payment promises in notes or spreadsheets,
LenzDunning is built to replace that workflow.

Requirements

• Perfex CRM installation
• PHP 7.4 or newer
• Working Perfex cron job for automatic processing
• Working Perfex outgoing email configuration for email stages
• Perfex-compatible SMS provider only if SMS is used
• Writable module document storage

1. Login to Perfex CRM as administrator.
2. Go to Modules → Installed Addons.
3. Upload and activate the LenzDunning ZIP.
4. Open LenzDunning → Setup.
5. Run the readiness checks.
6. Select a preset or create a workflow.
7. Review or simulate the workflow.
8. Publish it and verify email / cron configuration.
9. Enable automatic dunning when you are ready.

Important Notes

• LenzDunning requires an existing Perfex CRM installation.
• Cron is required for automatic processing.
• SMS requires an active compatible Perfex SMS provider.
• Email/SMS provider acceptance is not proof of final delivery or message reading.
• Business days currently use Monday–Friday; configurable public-holiday calendars are not included.
• Country presets are editable starting points and do not guarantee legal compliance.
• LenzDunning does not automatically file court, enforcement or collection-agency proceedings.
• Need help? Contact [email protected].

Version 1.26.6 – Initial Release

• Complete Dunning & Collections Management
• Pre-due, due-date and overdue automation
• Flexible workflows and immutable revisions
• Workflow presets and simulator
• Business-day scheduling
• Email and optional SMS communication
• Warning PDFs and native invoice PDF attachments
• Fixed and percentage dunning fees
• Promise-to-Pay and Invoice Disputes
• Collections Workspace
• Collector assignment, priorities and follow-ups
• A/R Aging and Recovery Reporting
• Customer Dunning Statements
• Delivery and retry history
• Invoice/payment/credit lifecycle synchronization
• Setup Wizard and System Diagnostics
• Granular Perfex permissions
• No Perfex core modifications