An intelligent assistant built into Billabex. It analyzes invoices, creates follow-up plans, communicates with debtors, and automatically generates tasks or alerts when needed.

A credit reducing the remaining balance owed by a customer. Automatically factored into outstanding balance calculations.

The main menu located on the left side of the screen, providing quick access to all key features of the platform.

An exchange (email, letter, etc.) between the AI agent and a customer, centralized on the platform to ensure unified, traceable tracking.

A structure representing a customer company. It groups together invoices, credit notes, contacts, tasks, and related communications.

An individual associated with an account, who receives communications sent by the AI agent.

The total amount owed by a customer, calculated from issued invoices and applied credit notes. It drives collection actions.

An accounting document showing amounts owed by a customer. The AI agent uses these documents to build the follow-up plan.

A tool or module accessible via the navigation bar (e.g., Tasks, Communications, Invoices).

A workspace that groups users, customer data, and settings specific to your company on Billabex.

The secure online environment that centralizes all features, data, and automations provided by Billabex.

The process of obtaining payment of amounts owed by customers. Billabex automates the amicable phase through an AI agent.

A member of your team assigned to a customer account. They become the primary point of contact when human intervention is needed.

An action to be taken, identified by the AI agent, to move a collection case forward (e.g., validation, intervention, manual follow-up).

A person with access to Billabex. They can view data, collaborate with the AI agent, and interact with other team members.