Collect overdue offline payments

Cleverbridge helps reduce overdue offline payments by using automatic payment delinquency notices for customers who submit purchase orders (POs), as well as targeted customer emails designed to encourage timely payment.

The information below explains how automatic payment delinquency notices work. For details about the emails used for overdue wire transfers and other offline payments that are not submitted by purchase order, see Customer email types.

Cadences

When a customer selects purchase order (PO) as a payment option, the payment delinquency notice cadence is based on the payment terms configured for the Client. To learn more about purchase order in Cleverbridge, check PO categories and flows article.

There are two basic cadences:

• Clients with payment terms less than or equal to 14 days follow the default Net 14 cadence.
• Clients with payment terms greater than or equal to 30 days follow the default Net 30 cadence.

note

The suggested cadences are based on industry best practices and recommended guidelines. If they don't meet your business requirements, contact Client Experience.

If payment is not received by the end of the applicable term, Cleverbridge starts the dunning process as described below.

Net 14 cadence

Days past due	Day without payment	Action triggered
1	Day 15	Cleverbridge sends the first PDN (payment delinquency notice) to the customer by email.
7	Day 21	Cleverbridge sends the second PDN to the customer by email.
15	Day 30	Cleverbridge sends the third and final PDN to the customer by email.
20	Day 35	Cleverbridge notifies the customer that if no actions are taken, the subscription will be canceled.
47	Day 61	If the customer still has not submitted payment, the order is canceled automatically.

Net 30 cadence

Days past due	Day without payment	Action triggered
1	Day 31	Cleverbridge sends the first PDN (payment delinquency notice) to the customer by email.
7	Day 37	Cleverbridge sends the second PDN to the customer by email.
15	Day 45	Cleverbridge sends the third and final PDN to the customer by email.
20	Day 50	Cleverbridge notifies the customer that if no actions are taken, the subscription will be canceled.
31	Day 61	If the customer still has not submitted payment, the order is canceled automatically.

note

Existing purchases remain on their current schedule until they reach the next delinquency level. After that, the updated cadence applies.

Tracking in SCM

In SCM, you can view every payment delinquency notice and the corresponding email, with its attached PDF document for the purchase.

The PDNs are available in the Emails tab

You can also access the data from the History tab

Test-order exemption from payment due notifications

When using Test orders, they are automatically exempt from the PDN process to prevent payment delinquency notices and any related follow-up actions from being sent for non-billable transactions. This helps avoid confusing or unintended dunning emails, keeps your reporting clean, and ensures you can validate your setup without triggering customer-facing collections communication.

Did you find this doc useful?