skills.rest
bandofai
bandofaiCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

Dunning Management Skill

Automate multi-tier dunning workflows for overdue payments.

3|1|Updated Oct 31, 2025
Search Tags:#cash flow#revenue recovery#collections#overdue payments#payment reminders#accounts receivable#dunning
Ready to run
npx skills add https://github.com/bandofai/puerto --skill dunning-management-skill
💬 Prompt for ChatGPT / Claude Chat▼
Please help me install this Agent Skill.
Skill: Dunning Management Skill
Source: https://github.com/bandofai/puerto/tree/main/plugins/billing-specialist/skills/dunning-management
Command: npx skills add https://github.com/bandofai/puerto --skill dunning-management-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill provides a multi-tier communication strategy for managing overdue payments, ensuring timely and appropriate follow-up. It automates the dunning process, from friendly reminders to collections handoff, reducing manual effort and improving revenue recovery rates.

Core Features & Use Cases

  • Multi-Tier Dunning Workflow: Defines escalating communication tiers (friendly, firm, final notice) based on days overdue, with templates for each.
  • Automated Communication Channels: Specifies appropriate channels (email, phone, certified mail) for each tier to maximize effectiveness.
  • Payment Plan Management: Provides criteria for eligibility and standard plans (3, 6, 12 months) for customers needing flexible payment options.
  • Use Case: A customer's invoice is 7 days overdue. This Skill automatically sends a "Firm Reminder" email, and if no payment is received by day 21, it triggers a "Final Notice" via certified mail, streamlining the collections process and improving the likelihood of payment.

Quick Start

Example: Tier 1 Friendly Reminder (Day 1 overdue)

Subject: Friendly Reminder: Invoice #[NUMBER] Now Due

Hi [First Name],

This is a friendly reminder that Invoice #[NUMBER] for $[AMOUNT],

dated [DATE], is now due.

...