Managing Collections
Monitor and Process Tasks
In Billabex, tasks are automatically generated by your AI agent whenever human intervention is required. They help streamline collaboration between your team and the AI agent, while keeping a documented history of each case. Accessing Tasks 1. Click ...
View Sent and Scheduled Communications
The Communications module lets you track all interactions between your AI agent, your clients, and your team. Each message is automatically categorized by status and grouped by account, providing complete traceability of the collection process. ...
Understanding Invoice Statuses
In Billabex, each invoice has two distinct statuses: Invoice status (displayed in the invoice list) Payment status (displayed in the invoice detail view) These statuses are automatically assigned by the platform based on real payment data and cannot ...
Add or Edit an Internal Referent
In Billabex, an internal referent is a member of your team assigned to one or more customer accounts. This person is considered the main point of contact on your company’s side when human intervention is required (e.g., dispute, payment issue, ...
Add and Edit Contacts
In Billabex, a contact is a person linked to a customer account. These contacts are the recipients of messages sent by your AI agent (emails, letters, etc.). Associating the right contacts with the right accounts ensures your AI agent sends reminders ...
Managing Customer Accounts
In Billabex, an account represents a customer company. It groups all related documents (invoices, credit notes), contacts, communications, and collection actions associated with that business. Properly managing your accounts ensures a clear, ...
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What is Billabex?
Billabex automates your invoice collection process using a dedicated AI agent. This virtual teammate builds personalized follow-up plans, communicates with your customers on the right channels, and only notifies you when a human action is required. ...
Managing Customer Accounts
In Billabex, an account represents a customer company. It groups all related documents (invoices, credit notes), contacts, communications, and collection actions associated with that business. Properly managing your accounts ensures a clear, ...
Quick Start Guide
In just a few minutes, you can automate your payment reminders, improve your collection rate, and simplify customer receivables management. With a dedicated AI agent, there’s no need to manually follow up on every case: it analyzes, follows up, and ...
Billabex Glossary
AI Agent The intelligent assistant built into Billabex. It analyzes invoices, builds follow-up plans, communicates with debtors, and automatically creates tasks or alerts when necessary. Credit Note A document that reduces the amount owed by a ...
Add and Edit Contacts
In Billabex, a contact is a person linked to a customer account. These contacts are the recipients of messages sent by your AI agent (emails, letters, etc.). Associating the right contacts with the right accounts ensures your AI agent sends reminders ...