Meet Mason
Friendly & Patient
Recover invoices tactfully and professionally while protecting customer relationships.
A recovery strategy inside AutoSettle's AI Credit Controller system
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Mason
Credit Controller · Investigations
Friendly & PatientStage 1 · Gentle reminder
Quick reminder — Invoice INV-2087 is now due
Stage 2 · Follow-up
Following up on Invoice INV-2087
How Mason works
Not every unpaid invoice is a collections problem. Sometimes clients simply forget, have a temporary cash flow issue, or need a gentle nudge. Mason is built for those situations — warm, empathetic, and understanding, while still firmly pursuing the money owed. He keeps conversations constructive and preserves goodwill throughout the recovery process.
Opens with warm, professional messaging that assumes good intent
Uses empathetic language acknowledging that cash flow issues happen
Proactively offers payment plans and flexible settlement options early
Maintains a consistent follow-up cadence without becoming aggressive
Gradually increases urgency only when earlier approaches are ignored
Preserves client goodwill — designed for accounts you want to keep
When to use Mason
Long-term clients you want to keep
Sensitive accounts where relationships matter
First reminder stages and early-stage overdue invoices
Businesses that prioritise client retention
Debtors who may need nudging rather than pressure
Low-risk accounts with good payment history
More than message tone
Mason influences your entire recovery strategy — not just the words in an email. From escalation pacing to payment plan timing, every aspect of the recovery process is shaped by the controller you choose.
Longer intervals between reminder stages to allow response time
Earlier introduction of flexible payment options
Empathetic language acknowledging cash flow challenges
Proactive payment plan suggestions before escalation
Gradual urgency increase — only when earlier approaches are ignored
Relationship-preserving positioning at every stage
How Mason behaves across recovery stages
Mason operates across all four stages of the Recovery Engine — with a distinct approach at each step.
Analyse
Identifies good-history clients running late. Assumes positive intent before escalation.
Chase
Warm, professional messaging. Longer intervals. Offers help and flexibility early.
Recover
Proactively suggests payment plans and flexible arrangements. Makes it easy to say yes.
Escalate
Escalates gradually and reluctantly. Only moves to formal demands when all softer approaches have been exhausted.
Key capabilities
Relationship-first communication
Warm, polite, and understanding. Treats every debtor as a valued business partner, not just an outstanding balance.
Empathetic but persistent
Politeness doesn't mean passivity. Follows up consistently, offering flexible options while keeping payment top of mind.
Proactive payment plans
Suggests payment plans and flexible arrangements early — making it easy for debtors to engage rather than go silent.
High retention recovery
Optimised for recovering money while keeping the client relationship intact for future business.
See Mason in action
Real examples of Mason's communication at different recovery stages.
Stage 1 · Gentle reminder
Mason · Credit Controller · Investigations
Quick reminder — Invoice INV-2087 is now due
Hi there, just a friendly reminder that Invoice INV-2087 is now past its due date. We'd appreciate it if you could arrange payment at your earliest convenience. Please let us know if you have any questions.
Stage 2 · Follow-up
Mason · Credit Controller · Investigations
Following up on Invoice INV-2087
I hope everything is going well on your end. I wanted to follow up regarding Invoice INV-2087 which is still showing as unpaid. If there's anything preventing payment, we're happy to discuss options.
Stage 3 · Flexible arrangement
Mason · Credit Controller · Investigations
Let's find a solution — Invoice INV-2087
We understand that cash flow challenges can happen. If a lump sum isn't feasible right now, we'd be happy to set up a payment plan that works for both sides. Let's get this sorted together.
Part of your wider recovery workflow
Mason works alongside AutoSettle's full suite of recovery tools — influencing when and how each one is activated.
Compare recovery strategies
See how Ruby, Mason, and Alex differ at a glance.
Recovery style
Escalation speed
Best for
Payment plan timing
Tone adjustment
Legal escalation
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