How Spaces helps
Your ERP auto-applies the payments it can match. Agents read remittances from email, suggest applications for the rest and follow up with customers on short payments.
Still manual today Remittances arriving by email and short payments that need customer follow-up are still handled by hand.
Example Globex paid SGD 2,180 against two invoices, SGD 120 short for a damaged item. The agent proposes the application, logs the deduction and drafts a request for photos so a credit note can be raised.
Unapplied receipts · OpsCo HK · October
- Contoso Trading, HKD 182,000 Remittance found, three invoices Done
- Northwind Retail, HKD 45,500 Short by HKD 4,500 For approval
- Globex Media, HKD 96,000 Matches one invoice Done
- Initech Asia, HKD 12,300 Deduction claimed, dispute logged Needs review
- Unknown payer, HKD 8,000 Payer search in progress For approval
Applications completed in your ERP after approval
What the agent does
- Extracts invoice references and amounts from remittance emails and attachments
- Suggests applications for payments your ERP could not apply
- Drafts follow-ups to customers on short or unexplained payments
- Logs customer replies, such as disputes or deductions, as evidence
How it runs
- 01 Read remittances Monitors the AR inbox and extracts payer, invoices and amounts.
- 02 Suggest application Proposes invoice applications for unapplied payments.
- 03 Follow up Drafts customer emails for short payments and tracks the replies.
- 04 Approve The AR lead approves applications, which are completed in your ERP.
Inbox remittances captured
Email remittances are read and applied faster.
Customers hear back
Short payments get specific, polite follow-ups.
Disputes documented
Deductions and replies are logged against each receipt.
- Are customer emails sent automatically?
- Follow-ups can require approval before sending.
- Who approves applications and write-offs?
- The AR lead approves applications. Credits and write-offs follow your approval policy before posting.
