Fees Pending, by Client and by Age
The work went out in June. The bill went with it. It is now October, the client is still ringing about a notice, and nobody in the office wants to start the recovery conversation.
What the recovery list carries
Age, not just amount
A bill from last quarter and a bill from two years ago are different problems. The list groups them by how long they have been standing.
What was last said
He asked for the audit report first. He said after Deepavali. Each follow-up leaves a note and a date to ask again, on the client.
Part payments in plain view
He paid half against a bill. The balance stays on that bill rather than becoming a fresh number nobody can tie back.
Beside the work
Open the client and the pending fee sits next to the filings still running for him. The partner sees both before he decides how hard to push.
Before the partner rings
He wants three things on one screen, and getting them should not need the accounts assistant.
- Every bill raised on this client, received and outstanding
- What was done for him this year, service by service
- The last three follow-ups and what came of them
- Whether a reminder is already promised for a date
The uncomfortable truth
Software does not collect money
It removes the excuse of not knowing. Somebody in your firm still has to make the call, and the list only helps once that person has a name against each client.
It is not your accounting book
Bills, receipts and balances are listed here for the practice to work from. Ledgers, GST returns and the final accounts stay in Tally or wherever your books are kept.
Frequently asked questions
Can we see fees pending against a group of companies?
Yes. Related entities of one family or group are linked on the client master, so the group total shows even when the bills are in four names.
Does a reminder go to the client automatically?
No. A reminder is drafted for the client and somebody in the office sends it. Fee follow-ups are the last thing any firm wants going out unread.
Can a manager see recovery without seeing every bill?
Yes. Rights are set by role, so fee figures can be kept with the partners and the accounts assistant alone.
Does it handle GST and TDS on our bills?
Bills are raised with GST, and the TDS your client deducts is recorded against the receipt so the balance does not look wrong.
Tell us what you need.
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