The collections playbook that gets you paid
Go deeper than dunning to create customized workflows for proactively sending invoice reminders, retrying payments, and automating customer communications, directly from the point of invoicing.
Simpler, more customizable collections
Get ahead of late payments
Schedule reminders before the due date to reduce failures and forgetfulness
Tailor your customer experience
Build a bespoke plan for each plan, payment method or account type
Reduce manual chasing
Reminders, retries, and next steps fire automatically across touchpoints
Simplify your stack
Centralize collections to one surface, so you're note scattered across tools and spreadsheets.
Define custom schedules and touchpoints
Each playbook is a fully custom set of steps built to fire at specific times:
- Trigger steps before, on or after due dates for proactive outreach
- Include emails, payment retries, and webhooks to reach customers where they work
- Emails can fully edited and branded to preserve customer experience
Cohort invoices to tailor outreach to each customer
Not every invoice should run the same workflow. Set rules based on plan, payment method, or specific accounts, and Orb sends each invoice down the right path — enterprise contracts on one schedule, card payments on another, and any customer who needs an exception carved out entirely.
- Rules by plan & payment method
- Exceptions for named customers
- Separate handling for one-off invoices
Maintain visibility and control
See the full timeline for any invoice: which schedule it's on, what's already happened, and what's next. Take action or pipe alerts into Slack and other places your team works to maintain alignment on how you're getting paid.
- Full invoice-level timeline, no CSV required
- Pause, resume, or cancel schedules in a click
- Webhook data for Slack, reporting, or internal tools
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