Invoice Collection Workflow

Open receivables

Filter invoices by overdue status, due this week, failed payment, promised payment date, and customer risk.

Prioritize follow-up

1. Start with invoices that change runway or payroll timing.
2. Open the customer record before sending a reminder.
3. Check previous notes, promises, and disputes.
4. Assign an owner and next contact date.

Update the cash plan

When collection timing changes, update the forecast or scenario that depends on the payment.