Skip to main content

Following the Collection Process

Getting paid is not only about issuing the account — it is about following up when a client is late. Veetz gives you a simple, consistent way to see who is overdue, how overdue they are, and how far your collection effort has gone on each account.

Reading Overdue Accounts​

Start on the Accounts receivable screen and click the Overdue shortcut to list every account past its due date. The Aging column tells you how overdue each one is:

  • Not due — still within its due date.
  • 0-30 days, 31-60 days, 61-90 days, 90+ days — how long the amount has been overdue.

Use the Aging filter to focus on one bucket at a time — for example, everything 90+ days overdue, which usually needs the most attention. The indicators at the top show the total Overdue amount for your current view, so you always know the size of the problem.

Advancing the Collection Step​

Each account has a Collection step — a counter of how many collection actions have been taken. You advance it with the Trigger next collection step button, available in two places:

  • on the account's row in the list, and
  • at the top of the receivable, next to Record receipt.

Click it to move the account to its next collection step. Veetz records the step and reports "The next collection step will be processed automatically." The Collection step badge on the receivable and the column in the list both reflect the new number.

When the button is available

You can advance a collection step only while the account still has an outstanding balance and is not Cancelled or Written off. A newly created account also needs its first synchronization to complete before the action becomes available.

Building a Collection Routine​

The collection step is most useful as a habit, not a one-off:

  • Once a week, open the Overdue shortcut and sort your attention by aging.
  • Advance the Collection step each time you take a real action (a reminder, a call, a formal notice), so the number always reflects reality.
  • When the money comes in, record it — see Recording a Receipt — and the account leaves the overdue list.
Keep the history honest

Advance a step only when you have actually followed up. The collection step is a record your whole team can trust to see, at a glance, how far each account has been pursued.

Next Steps​

If you encounter any difficulties during this process, do not hesitate to contact our support.