Keep receivables from going stale by catching overdue invoices on a cadence, not only when a customer happens to call.

Trigger

An issued invoice passes its due date without payment.

Owner

Finance / Accounting

Inputs

• Outstanding invoice list and due dates.

Steps

1. Review outstanding invoices weekly.
2. Contact the customer for overdue balances.
3. Record the follow-up outcome.
4. Escalate to the General Manager if significantly overdue.

Decision points

• Is the balance significantly overdue? → Escalate to the General Manager.

Outputs

• Updated payment status and follow-up log.

Handoff

General Manager / Executive

Failure / exception path

Customer unresponsive past an extended threshold — escalated to the General Manager for a collections/relationship decision, not left indefinitely open.

Related system objects

Future automation opportunity

Auto-flag invoices crossing 30/60/90-day aging thresholds.

Required data

• Invoice due date
• Current date
• Outstanding balance
• Follow-up date and outcome