Finance guide
How to prioritise overdue receivables
Who to call first, what to say and when to hold the next order.
Rank by what matters
- Amount overdue
- Days late
- Missed promise
- No contact in the last week
- Open dispute
Record every promise
When a customer says "next Tuesday", write it down with the amount. Call on Wednesday morning if it has not arrived.
Separate disputes
If the customer has a quality or rate dispute, calling about payment will not help. Fix the dispute first.