A weekly receivables review

Review by status

Separate not-yet-due, overdue, disputed, and promised-payment items. A dispute needs resolution rather than another generic reminder.

Check delivery

Verify that the right billing contact received the invoice and any supporting documentation. Reissuing a corrected invoice should preserve the audit trail.

Plan the conversation

Use courteous, specific reminders that reference the invoice and agreed terms. Escalate according to your written policy and applicable requirements.

Reconcile and learn

Match receipts and adjustments to the correct invoice. Review recurring reasons for delays and improve the upstream process.

Keep the conversation grounded.

Billing workflow education and business enquiries. This website does not issue invoices, collect payments, provide debt collection, or operate accounting software.

CFPB: how automatic bank payments work ↗

Official source for related background. The practical workflow suggestions above are original editorial guidance, not government endorsement.