GenieSphere
📨 AR Collections
Turn your overdue invoices into a clean collections plan — with friendly reminders, clear escalation, and audit-safe documentation. GenieSphere helps you reduce write-offs while keeping communications professional and compliant.
📬 Email + SMS templates
📊 Aging buckets + prioritization
🛡️ Compliance-first comms
⚡ Task list export
🧠 Smart AR Collections Builder
Step 1 of 4 • AR source + date range + aging
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🏢 Business / store
Optional label so exports are organized.
📌 AR source
We’ll connect the import in n8n later. For now, this builds the plan.
📅 Date range (optional)
Use this if you only want a specific period.
🧮 Minimum past-due days
Example: only include invoices 7+ days overdue.
📎 Upload AR export (optional for now)
CSV/Excel from QuickBooks or your POS. We’ll parse later; this stores file metadata.
📊 Aging buckets
Used to prioritize and set escalation rules.
Bucket set
👥 Who are you collecting from?
You can run collections for customers/clients/tenants — keep it professional and consistent.
📞 Primary contact method
⏰ Best time window
🧾 Contact rules
📣 Collections tone + escalation
Choose the tone. GenieSphere will generate templates that match it.
🗓️ Reminder cadence
How often should we remind before escalating?
Days between touches
Max touches before pause
🛡️ Compliance & red-flag safety
- Keep messages factual and non-threatening
- Include invoice details + payment link
- Provide an easy way to dispute / ask questions
- Avoid excessive contact frequency
📝 Notes (optional)
📤 What should we generate?
Pick outputs. In the n8n version, these become files + tasks.
✅ What you’ll get after you submit
- Prioritized collections list by aging bucket
- Next-action plan (what to send, when)
- Templates/scripts matched to tone
- Export payload for n8n → automation