Optional Module: AR Aging + Collections Centre

The AR (Accounts Receivable) Collections module improves cash recovery by surfacing aging buckets, building priority queues, and facilitating automated follow-up actions for overdue invoices.

Setting Up Collection Workflows

1. Enable the Module

   Toggle on AR Aging + Collections in Settings > Workspace Modules.

2. Review the Aging Report

   Check your receivables broken down by bucket: 1-30 days, 31-60 days, 61-90 days, and 90+ days overdue.

3. Configure Reminders

   Set up automated email cadences to notify clients when invoices become 3, 7, and 14 days overdue.

Executing Follow-ups

• Priority Queue: The system automatically flags high-value invoices that are severely overdue, creating a daily "call list" for your finance team.
• Promise to Pay: Log notes when a client promises to pay on a specific date, pausing automated reminders until that date passes.

Best Practices

Do

• Focus human intervention (phone calls) on the 60+ day bucket, letting automated emails handle the 1-30 day bucket.
• Escalate chronic late-payers to upfront retainer billing models to reduce future risk.

Don't

• Send aggressive automated emails to enterprise clients whose standard procurement process naturally takes 45-60 days. Exclude them from automated cadences.