Where the work stalled
Reminders were prepared from a weekly list that could be out of date, creating a risk of chasing clients who had already paid.
What we completed
We documented the existing reminder process and the templates used for each stage.
The next controlled stage
- Check each invoice in the accounting system before preparing a reminder.
- Draft the appropriate reminder from the approved template.
- Send every draft to a person for review and sending.
Where people stay responsible
Disputes, payment plans and escalation remain with the business.
- Disputes, payment plans and escalation remain with the business.
Limitations
- A payment that has not yet been reconciled can still appear overdue.
Measuring it
Track debtor days and reminders withdrawn because the invoice had already been paid.
No outcome figures are published because a measured baseline and comparison period are not being claimed for this example.
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