Follow-ups
Credit Note Management
Credit notes represent credits granted to your customers, deducted from the total amount due. They are essential for reflecting the true outstanding balance of an account and enabling the AI agent to adjust its follow-ups accordingly. Billabex lets ...
Edit the Paid Amount of an Invoice
In some situations, you may need to manually adjust the paid amount of an invoice in Billabex: correcting an error, recording an off-platform payment, offsetting, batch transfer, etc. This allows the AI agent to automatically adjust its follow-ups to ...
Pause, Accelerate, or Resume an Action
In some situations, you may want to adjust a scheduled follow-up (date, content, recipients) or temporarily suspend tracking for a customer account. Edit the date or content of an upcoming follow-up You can adjust an upcoming follow-up directly from ...
Viewing Sent and Scheduled Communications
The Communications module lets you track all exchanges between your AI agent, your customers, and your team. Each communication is automatically classified by status and grouped by account, providing complete traceability of the follow-up process. ...
Understanding Invoice Statuses
In Billabex, each invoice has two distinct statuses: The invoice status (shown in the invoice list) The payment status (shown in the invoice detail) These statuses are automatically assigned by the platform and reflect the actual state of collection. ...
Adding or Editing an Internal Referent
In Billabex, an internal referent is a member of your team assigned to one or more customer accounts. They are identified as the primary point of contact on the company side when human intervention is needed (e.g., dispute, blockage, validation). ...
Adding and Editing Contacts
In Billabex, a contact is an individual associated with a customer account. Contacts are the recipients of communications sent by your AI agent (emails, letters, etc.). Assigning the right contacts to the right accounts allows the AI agent to send ...
Managing Customer Accounts
In Billabex, an account represents a customer company. It groups together all related documents — invoices, credit notes, contacts — for that company. Properly managing your accounts enables clear, centralized, and efficient collection tracking. ...