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Overview

Upwell’s Payment Reminders module helps freight brokers and logistics companies manage their collections process. The system automates the dunning cycle, from initial payment reminders to escalated collections communications, to improve the accounts receivable workflow.

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System Capabilities

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Reminder Workflows

  • Automated Scheduling: Trigger reminders based on invoice age, payment terms, and customer data
  • Multi-Stage Sequences: Configure escalating reminder sequences with customizable timing and messaging
  • Customer Segmentation: Create different reminder strategies for various customer segments
  • Priority Rules: Set rules to prioritize collections efforts on specific accounts

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Communication Options

  • Multi-Channel Delivery: Send reminders via email, SMS, customer portal, or printed letters
  • Message Customization: Customize reminder content based on invoice status and age
  • Template Management: Create and manage branded reminder templates
  • Statement Generation: Generate and distribute account statements showing open invoices

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Automation Features

  • Payment Synchronization: Automatically stop reminders when payments are received
  • Payment Links: Include secure payment links in digital reminders
  • Escalation Rules: Configure rules for escalating to higher-touch reminder methods
  • Assignment Rules: Route escalated accounts to appropriate team members

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Performance Monitoring

  • Communication Metrics: Track open rates and response rates for each reminder type
  • Collections Dashboard: Monitor key collection metrics and trends
  • Aging Analysis: View the impact of reminder campaigns on aged receivables
  • Team Activity: Track collections activity across team members

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Integration Options

The Payment Reminders module integrates with:
  • Accounts receivable systems
  • CRM platforms
  • Transportation Management Systems
  • Payment processing systems
  • Email and SMS delivery services

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Technical Specifications

  • Cloud-based reminder management system
  • Customizable templates and rules engine
  • Secure communication protocols
  • Automated tracking and logging

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API Endpoints

The Payment Reminders module includes these key API endpoints:
  • GET/POST/PUT/DELETE /reminder-templates - Manage reminder message templates
  • GET/POST/PUT/DELETE /reminder-campaigns - Control automated reminder sequences
  • GET/POST/PUT/DELETE /reminder-logs - Access records of sent communications
  • GET/POST/PUT/DELETE /reminder-responses - Track customer interaction with reminders
For detailed API documentation including request parameters and response formats, visit the API Reference section.

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Implementation Process

The standard implementation includes:
  1. Configuration of reminder settings and templates
  2. Integration with AR data sources
  3. Setup of communication rules and escalation workflows
  4. Testing and validation of reminder sequences
  5. Training and go-live support

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Support Resources

For assistance with the Payment Reminders module: