# Write-Off / Bad Debt Escalation — Professional Services AI agent | Mihu AI

Professional Services · Billing

# Write-Off / Bad Debt Escalation

Flag aged, uncollected balances for a formal write-off or collections decision.

Set up this outcome

## Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Identifies invoices aged beyond the firm's defined threshold with no payment activity, via the billing system's aging report.

Attempts a final direct outreach to the client before escalating.

Escalates unresolved aged balances to the billing manager/partner for a write-off or formal collections decision.

Logs the outcome for financial reporting, written to the CRM.

## Data sources

Billing system aging report Collections escalation policy

## What it targets

Aged balances reviewed and actioned within policy timeline Target 100%

Aged AR percentage year over year Target -20%