Collections
Recover overdue revenue without damaging client relationships.
Stream's collections engine identifies which accounts need escalation, which need patience, and which need a direct conversation. Dunning sequences run automatically so your team only intervenes where it matters.
Collections Flow
From overdue flag to collected balance
Every overdue account moves through a structured workflow that escalates only when the previous step has not produced a response.
Flag overdue accounts
Stream monitors every invoice and flags overdue balances automatically at the threshold you set. No spreadsheet review required.
Run dunning sequence
A configurable sequence of notices goes out over 7, 14, and 21 days. Tone escalates progressively while remaining professional.
Escalate strategically
Accounts that do not respond after the sequence are flagged for your team with a summary of all contact attempts. You decide the next step.
Close and reconcile
Recovered balances close the collections case and reconcile in your ledger. Write-offs are tracked and reported separately.
Dunning Sequence
Structured escalation that protects the relationship
Results
What structured collections looks like in practice
Before Stream, chasing unpaid membership fees was a full-time job for our admin team. Now the escalation path is automatic and we only get involved when a member genuinely needs a conversation.
We had parents who were three months overdue. Stream's sequences got responses in the first week. The professional tone protected the school-parent relationship while still applying the right pressure.
Our SaaS subscription renewals used to slip for weeks without follow-up. Stream catches every lapse and runs the sequence before we even notice the invoice is overdue.
Stop managing collections manually.
Set up your dunning sequences once. Stream runs them on every overdue account from then on.