Follow up late payments

Steps

1. In the left menu, click Financial, then Accounts receivable.
2. Click Overdue. Use Aging to see how late each one is: 0-30, 31-60, 61-90 or over 90 days.
3. Each time you take an action, such as a reminder, a call or a formal notice, click Trigger next collection step on the receivable.

Done

The Collection step column shows how far you have gone with each client. When the client pays, record the receipt and the receivable leaves the overdue list.