Collection Guides

Expert How-To Guides for B2B Collections

Actionable, step-by-step frameworks for collecting unpaid invoices, reducing DSO, automating AR workflows, and handling disputes. Built by the team behind AgentCollect — founded in 2020, trusted by Fortune 500 companies including Microsoft and Dell, with zero compliance incidents.

~50%
Recovery in 20 Days
70%
Email Open Rate (Attorney Mode)
85K
Recoveries per Day Capacity
0
Compliance Incidents (Since 2020)
All Guides
Guide 01
How to Collect Unpaid Invoices: 7-Step Framework
From first reminder to legal action. Timing, escalation paths, template references, and when to use AI vs. manual follow-up.
Invoice Recovery Escalation Templates
Guide 02
How to Send Accounts to Collections (Without Losing Customers)
When to escalate, how to choose a provider, what data to prepare, legal requirements, and cost comparison with a decision tree.
Escalation Provider Selection Cost Analysis
Guide 03
How to Write Collection Emails That Actually Get Paid
Psychology of collection emails, 5 real examples at different stages, subject line formulas, A/B test results, and timing data.
Email Templates Psychology A/B Testing
Guide 04
How to Reduce DSO: 10 Proven Strategies for 2026
10 strategies with real data, benchmarks by industry, ROI calculations, and tool recommendations for cutting Days Sales Outstanding.
DSO Reduction Cash Flow Benchmarks
Guide 05
How to Automate Your Collections Process (Complete Guide)
Automation landscape, what to automate first, tool categories, implementation roadmap, and ROI framework. Manual vs. software vs. AI agents.
Automation AI Agents ROI
Guide 06
How to Handle Payment Disputes Without Losing the Client
Dispute categories, response frameworks, resolution timelines, escalation paths, and prevention strategies for B2B invoice disputes.
Disputes Client Retention Resolution
Guide 07
How to Set Up Payment Plans That Protect Your Cash Flow
When to offer plans, structuring terms, legal requirements, default handling, and automation options with real examples.
Payment Plans Installments Cash Flow
Guide 08
How to Calculate Your Collection ROI (Free Framework)
ROI formula, cost comparison across in-house, agency, and AI approaches, hidden costs, benchmark data, and break-even analysis.
ROI Analysis Cost Comparison Break-Even

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