Follow every open invoice until it is paid.

Open invoices, credit notes, part payments, payment terms, due dates and the customer's contact for invoices, taken from the ERP or accounting system.

Not yet due, due this week, overdue by days band, partly paid, in dispute, or covered by a promise to pay with a date.

Customer-specific terms, credit limit, accounts flagged as sensitive or on hold, and the reminder schedule your finance team has set for each group of customers.

A courtesy note before the due date, a first reminder after it, later reminders at the intervals you set, and a monthly statement of account, with the sequence stopping when payment arrives.

Your templates and tone, the customer's language, invoice numbers, amounts, due dates, a copy of the invoice and the payment details, addressed to the contact on the account.

Minimum amounts, customers excluded from automatic reminders, accounts on hold and the point at which a reminder needs a person's sign-off before it goes.

Promises to pay with a date, requests for a copy invoice or a statement, remittance advices, questions about an amount, and disputes about goods, prices or deliveries.

Copy invoices and statements sent, a promise to pay recorded with its date and the reminder sequence paused until then, and remittance advices passed to payment matching.

Disputes and questions about the underlying order sent to the account owner or the person who handles that customer, with the invoice and the message thread attached.

Bank receipts and remittance advices matched to open invoices by reference, amount and customer, including payments covering several invoices and invoices paid in parts.

Short payments, overpayments, unexplained deductions and payments with no reference identified and listed with the candidate invoices.

Matched payments recorded in the ERP or accounting system where your process allows, the case closed for settled invoices, and the reminder sequence stopped.

No reply after the last reminder in the sequence, a broken promise to pay, a customer over their credit limit, a dispute, or an account flagged as sensitive.

Invoice list, amounts, reminder history, replies and promises presented together to the credit controller, account owner or finance manager you have named.

Call the customer, agree an instalment schedule, put the account on hold or pass it to collections, recorded against the account and reflected in the next reminder cycle.