LeanPay is an accounts receivable and debt collection software designed for finance teams of SMEs, mid-sized companies and groups. With LeanPay:

• Reduce your payment delays by 40%
• Cut collection time by 75%
• Keep unpaid invoices under 1%

📧​ Customer reminder workflow:

• Assign reminder scenarios to customers based on your own criteria: SME/key accounts, tone of voice (formal/informal), language (English/Spanish...), location, or payment behavior.
• Fully customisable workflows: type of reminder, communication channel, delay between each reminder...
• Multi-channel reminders: email, phone (with call scripts), SMS, and letters (standard or registered).
• Automation is possible. It's up to you! If you choose manual, reminders are pre-filled, requiring only a click to send.
• Bulk or invoice-based reminders.
• Email and letter templates available by lateness level, fully editable.
• PDF invoices automatically attached to reminder emails, with the option to add other files (purchase orders, delivery slips, bank details, etc.).
• Automatic calculation of late fees 
• Full reminder history by customer and by invoice.
• DNS configuration and email tracking.
• Seamless integration with Gmail and Outlook.

💰 Online Portal & Payment Platform

• Customer portal accessible directly from email or SMS reminders
• Downloadable PDF invoices
• Secure online payments: bank transfer, credit card, direct debit…
• Customers can pay one or multiple invoices, partially or in full
• Easy interactions: from their portal, customers can contact you, report a dispute, make a payment promise, or request a payment schedule

📊​ Real-Time Collection Reporting

• Interactive aging balance to easily anticipate the risk of unpaid debts
• Cashflow forecasts
• Dynamic DSO with historical tracking
• Outstanding amount
• Real-time data 
• Alerts based on client payment behavior
• Customisable dashboards by user type, customers group, or various criteria
• Structured data: categorisation by customer and by invoice

⚠️​ Customer Risk Management

• Ability to set customer credit limits (based on your own calculations or your credit insurance coverage)
• Visualisation of % of credit limit used
• Creation of credit thresholds
• Alerts triggered as soon as a threshold is exceeded
• Scoring / financial data: integration with Creditsafe, Altares, Ellisphere, Allianz Trade…
• Recommended credit limit provided by your financial information provider
• Alerts on key events: insolvency proceedings, management changes, mergers, etc.

😠​ Dispute Management

• Dispute over an invoice and categorisation of a dispute
• Disputed invoices excluded from reminders
• Visualisation and export of disputes
• Option to remind the person in charge of dispute resolution
• Full history of actions taken towards dispute resolution
• Dispute automatically closed once payment is received

⚖️ Litigation Management

• Automatic creation of recovery files for litigation procedures: accounting documents, customer communications, etc.
• Transfer of the recovery file in two clicks to our partner Atradius, a leading litigation and debt collection specialist, or to your own partner
• Simplified tracking 

👥​Team Collaboration

• Secure multi-user access, including dedicated access for sales teams
• User roles and permissions with defined scope of actions
• Customer portfolio assignment by user
• History of comments and reminders per invoice and per client
• User tagging with email notifications

🔗 Fast Data Integration

• Compatible with all invoicing and accounting softwares
• Quick setup in less than 2 hours