Question 1

How much time does an agency typically spend chasing invoices?

Accepted Answer

For a 5-30 person agency on a 30-day payment cycle, the founder or operations lead typically spends 3 to 5 hours per week chasing late invoices. Collectly reduces that to under 30 minutes per week after the first 14 days of consistent approve-and-send operation.

Question 2

How does Collectly handle project milestone invoices?

Accepted Answer

Each invoice, regardless of whether it is a recurring retainer or a project milestone, is monitored individually. The dunning sequence is per-invoice, not per-customer. Project milestone invoices typically see a firmer first-touch tone by default because the relationship is time-bounded and a single missed payment can break the deal flow.

Question 3

Will Collectly send reminders to clients we want to keep close?

Accepted Answer

Yes, unless you exclude them. The Collectly dashboard has a single-click exclude button per customer. You can mark a customer as strategic and Collectly stops all automated reminders on that customer; only the human-in-the-loop approval prompt remains.

Question 4

Does this work for agencies on net-30 or net-60 terms?

Accepted Answer

Both. The dunning cadence is configurable per organization. Net-60 customers typically get a friendlier initial tone and a longer gap before the firm stage. Collectly adapts by reading the original payment terms on the Xero invoice.

Question 5

How does Collectly handle retainer continuity disputes?

Accepted Answer

When a customer replies "we cancelled the retainer last month," Collectly classifies the reply as a blocker (not a promise-to-pay), pauses reminders on that invoice, and surfaces it in your disputes worklist so the team can resolve the dispute (often: confirm the cancellation date, update Xero, and write off or refund as needed).

A/R automation for agencies on Xero.

Pause on reply. Always.

Tone matches the relationship.

Sends you dangerous invoices for review.

Built for the SMB agency long tail.

A/R automation for agencies on Xero.

Pause on reply. Always.

Tone matches the relationship.

Sends you dangerous invoices for review.

Built for the SMB agency long tail.