Turn the outstanding list into a day’s calls, promises and next dates.
Collections turns the outstanding list into a day’s work: who to call now, who promised a date, whose cheque falls due on the fifth, and which account has gone quiet since August. Every call leaves a note and a next date behind it. Friday’s follow-up no longer depends on which customer comes to mind.
The ageing report is printed on Monday and worked on Monday. By Wednesday the collector is calling from memory, and a customer who promised a cheque on the tenth is remembered on the fifteenth. The salesman who visits that shop every week does not know a promise was made.
Each overdue bill carries its own trail: who spoke, what was said, and the date to speak again. Promises make a list of their own. One that was not kept comes back to the top of it, with the date it was given.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A collection diary
- The outstanding printout marked with a pen
- Notes on the back of statements
- A reminder message sent to oneself
The problems this is meant to ease.
What collections and payment follow-up does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Reading the outstanding list
We go through your receivables and the way calls are made now. You send a recent outstanding statement. A note comes back on how accounts are grouped.
Rules for reminders
Timing before and after the due date, tone of messages and escalation limits are agreed. You approve the wording for each stage.
Loading balances
Open bills are imported from your accounting software. The accounts team checks a sample against the ledger. Mismatches are corrected.
A trial with real calls
Collectors and the accounts assistant use the list beside their old method. Notes go in. Gaps in the list are fixed.
Everyone on the new list
Collectors are trained on the phone screens. The diary is set aside. From then on the daily list is the working tool.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Promises made and promises kept, by collector
- Accounts with no call or note in the period you set
- Cheques deposited against cheques due
- Overdue value by age band
- Accounts escalated to the owner, and how long they stayed there
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Invoice management
- Receipts management
- Credit control
- WhatsApp and SMS
- Your accounting software
Products that include it.
How we would put it in.
Questions owners ask about collections and payment follow-up.
Can it send reminders automatically?
It can, though for most trades it should not do so for everybody. A blast annoys the customer who pays on the twelfth every month. Automatic reminders suit statements and due-date notices, and a person is better past sixty days.
Is a diary enough for fifteen customers?
Yes, while one person does the calling. The diary fails when two people chase the same party, when the collector leaves, or when a dispute from October is settled in March by guesswork.
Do the outstanding figures come from our accounting software?
They can. Bills and receipts come across from QuickBooks, Xero or similar, and the follow-up notes and promises live here, because accounting software has no sensible place to keep them.
Which of your products collect money like this?
Our Loan Management System sorts accounts into overdue buckets and lets field agents record receipts on a phone. Chit Fund Management Software books collections against each instalment due, with a receipt number for every one.
What makes the price of follow-up software go up or down?
Users, channels and the link to your accounting software shape it. Field collection on phones is a separate part, as is reminder messaging. Each part is itemised after the scope is read. Any of them can go.
When would the daily call list be usable?
That turns on how clean your outstanding data is. The call list, notes and promise dates form the usable release. You supply the open bills. The proposal names the dates.
Businesses that ask for this.
Tell us how you handle collections and payment follow-up today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements