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AR Case Story

Case G-33407

·Promise Pending·Owner Marcus Lee·Karen Delgado
Outstanding
$177,300
Paid to Date
$108,400
Original / Expected
$285,700
Days Outstanding
31
Recovery Score
69
Relationship Health
89
Firm level · case context 89
Financial journey · select a stage

RevenueOS case assessment

80% confidenceRecovery score 69
What we found

$177,300 remains outstanding after partial payment.

Why
  • •Expected $285,700
  • •Paid $108,400
  • •Residual $177,300
  • •No active dispute
  • •No response for 0 days
Recommended action

RevenueOS recommends wait for promise due 10/07 · confirm receipt.

Expected impact

Up to $177,300 recovery.

Relationship guidance
  • Maintain collaborative tone.
  • Carter & Morris remains a strong strategic relationship.
  • Formal escalation is not recommended yet.

Case story

2 events · ET
  1. Oct 7, 8:22 AM ET
    AI Call · Reached firm contact; follow-up noted
    Outbound · RevenueOS Voice Agent · Contacted
  2. Oct 7, 12:11 PM ET
    SMS · No answer · message left
    Outbound · RevenueOS Outreach · No answer
DatePaymentReferenceAmountAppliedUnappliedStatus
Sep 25pay-85063Check #85063$15,200$6,500$8,700Unapplied
Oct 4pay-85092Check #85092$6,500$6,500$0Fully applied
Promise DateAmountMade ByChannelDue DateStatusOutcome
Oct 3$26,500Karen DelgadoHuman CallOct 7Due TodayPending

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