Collections: who to chase today
Every overdue account, ranked, with its next step: a reminder, a call, holding new orders, a final notice. Calls and promises are kept on the account.
3 min readUpdated
The collections worklist is an add-on. It ranks every customer with something overdue by what they owe, how late it is, how they usually pay and promises they've broken, and gives each one its next step.
The steps
- Reminders first, on Autopilot's schedule (Settings → Autopilot).
- Call them once the oldest unpaid invoice is past your call day (45 days unless you change it), or as soon as a promise is broken.
- Hold new orders at your hold day: they wait for Finance to release them.
- Final notice at your final day: their statement, with a pay link per invoice, under a firm note and a date to pay by.
- Still unpaid two weeks after the notice: decide what's next.
What's in dispute doesn't count toward any step. An open promise to pay holds the account, and Autopilot's reminders, until the promised day and a few days' grace.
On each account
Open a customer to log a call (and the promise it ended in), record a promise, add a note, snooze it, hold new orders or send the final notice. Their history shows every reminder, statement, call, promise (kept, broken or replaced), payment and reply in one timeline.
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Related
- Invoicing & getting paidCustomer replies: read and answeredReplies to your invoices, reminders and statements land in one place, each sorted and tied to the customer and invoice, with the step it points to and an answer drafted.
- Invoicing & getting paidReminders and statementsNudge a customer about an overdue invoice, or send their whole account in one click.
- Getting startedAutopilot: let thruflow take the routine stepsChoose which routine steps thruflow takes by itself, up to what amount, and get a morning brief of what it did and what needs you.
- Invoicing & getting paidCredits, returns and deductions in disputeIssue a credit memo with its reason, apply it to open invoices, and hold short payments in dispute until they're settled.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.