The right document
Link every invoice to its data, version, customer, period, amount, and due date.
Billing and preventive collections
Deliver every invoice through a cross-channel route and drive payment before it becomes overdue
Prepare, store, and deliver invoices or collection documents through email, rich SMS, WhatsApp, and portals. If the customer does not access or pay, automatically continue with reminders, self-service, and traceable escalation.
Invoice F-2026-00841 · Customer C-00841Active route
Indexed documentUSD 186.40 · Monthly invoice PDF
Due in 3 daysInvoice prepared and storedPDF, metadata, customer, and due date
IndexedCross-channel deliveryPrimary email · Alternative SMS or WhatsApp
DeliveredDigital access and actionView the invoice, download, pay, or request help
AvailableEvidence and trackingDelivery, open, payment, promise to pay, or escalation
TraceableDocument, delivery, and action
Connect the invoice to the complete journey that leads to payment
DANAconnect receives or generates the document, links it to the customer and obligation, stores it in Document Manager, and coordinates its delivery through a verifiable cross-channel route.
After delivery, the route changes depending on whether the customer views the invoice, pays, confirms a payment, records a promise to pay, requests assistance, or does not respond.
Cross-channel delivery
Coordinate the primary channel, retries, and alternative channels based on delivery and behavior.
Document management
Store, index, retrieve, and retain the evidence associated with every collection activity.
From invoice to payment
Manage a single document-based, cross-channel preventive collections journey
The channel, frequency, and next action change based on document status, delivery, and customer response.
Invoice ready and controlled
Generate or receive the PDF, validate its data, and store it with indexes for later retrieval.
Primary channel
Send the invoice with the amount, due date, and secure access through the defined channel.
Cross-channel continuity
If it is not delivered or viewed, activate another channel without losing document context.
Preventive collections
Before the due date, enable payment, confirmation, a promise to pay, or assistance, and record the outcome.
Illustrative sequence. Channels, timing, documents, and actions are configured according to each operation.
Invoice and self-service
Let customers view the document and complete payment within the same experience
The secure link displays the customer's invoice, billing information, and available actions without requiring them to find another message or call for every request.
View and download the relevant invoice
Amount, due date, reference, and payment options
Views and responses recorded for follow-up
Invoice F-2026-00841Document available
Invoice amountUSD 186.40
Due: Aug 18View or download invoiceAccess the PDF document
Pay nowAccess an available payment method
I've already paidRecord confirmation
Promise to paySelect a date
I need assistanceContinue with customer service
View alternativesView available options
Event-driven orchestration
Every delivery, view, or payment event triggers the right next step
The route can switch channels, avoid unnecessary contacts, schedule follow-ups, or escalate an activity with the document and its context.
The invoiceIs not delivered or viewed
→The routeActivates an alternative channel while preserving the same document and context.
The customer indicates“I've already paid”
→The routeRecords the confirmation, updates the status, and pauses reminders.
The customer recordsPromise to pay
→The routeSaves the date and amount and schedules automatic verification.
The customer requestsAssistance
→The routeRoutes the case to an agent with the outstanding balance, history, and response.
Segmentation and policies
Adapt the document, channel, and follow-up to each obligation
Configure routes based on invoice type, debt, product, risk, delivery status, behavior, and contact preferences.
Invoice and indexes
Customer, contract, period, reference, amount, due date, and version.
Channel and frequency
Primary channel, delivery windows, retries, and cross-channel continuity.
Dynamic message
Billing data, PDF access, links, and options based on context.
Next action
Archive evidence, pause, follow up, update, route, or close the activity.
Human escalation
When the customer needs help, the agent receives the invoice and its full context
Automation handles delivery and repetitive activities while routing cases that require conversation, negotiation, or exception handling.
Case assigned to customer servicePreventive priority
InvoiceF-2026-00841 · PDF
AmountUSD 186.40
Latest responseRequests assistance
Delivery routeEmail → Rich SMS
HistoryInvoice delivered and viewed
Next actionContinue via WhatsApp or phone call
Document and payment ecosystem
Connect billing, document management, channels, and collections
DANAconnect receives data and documents, links them to the customer, coordinates delivery, and returns view, response, and payment events to business systems.
Rich SMS
Email
WhatsApp
Web self-service
DANAconnectDocument Manager · cross-channel delivery · rules · tracking
ERP or billing system
Document repository
Payment gateway
CRM, collections, and customer service
Document management and traceability
Know which invoice was delivered, through which channel, and what happened next
Retain the document and its operational evidence for retrieval, tracking, reporting, audit, and compliance with contact policies.
Indexed file
Retrieve the invoice by customer, contract, period, reference, or transaction.
Identifiable document
Maintain the relationship between the file, version, data used, and obligation.
Delivery evidence
Channel, date, status, retries, views, and cross-channel continuity.
Complete history
Downloads, clicks, payments, promises to pay, assistance, routing, and status changes.
Product applications
A single document and cross-channel capability for different collection processes
Installments and loans
Deliver statements, notices, or installment documents and enable confirmation, a promise to pay, or payment.
Insurance premiums
Distribute collection notices and documents with traceability before the due date.
Telecommunications
Deliver monthly invoices through cross-channel routes and enable viewing, payment, or assistance.
Utilities and services
Manage invoices, delivery evidence, outstanding payments, and contact continuity.
Frequently asked questions
What you need to know about the solution
Can the solution deliver the invoice with the message?
Yes. The journey can include the PDF or secure access to the document, together with the amount, due date, and available actions.
How are invoices managed after they are generated or received?
Document Manager lets you store, index, and retrieve them together with their relationship to the customer, period, reference, and process.
What happens if the first channel does not deliver or the customer does not view the invoice?
A retry or alternative channel can be activated, continuing the same route without losing the document or its context.
Can it connect with billing, payment, and collections systems?
Yes. It can integrate with ERP systems, billing systems, repositories, CRM, collection platforms, payment gateways, and customer service.
Turn every invoice into a traceable delivery, access, and payment route
Connect document management, cross-channel delivery, self-service, preventive collections, and human intervention within a single journey.
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