How To Manage Overdue Debtors

Who: This process is for the Office Administrator and General Manager to manage

What: This process shows you how to keep track of and manage overdue debtors

When: This process is done when invoices go past their due date

Why: This process is completed to keep on top of, and help reduce the amount of, overdue debtors the company has at any given time

The Overdue Debtor Process is actioned in weekly steps, starting 1 week after the initial due date has lapsed.

Reminder:

Before sending any reminders always check to see if there are any notes in Airtable or in Xero, or if any of the Service Plan invoices have the Fetch DD column has been ticked (these are always recovered 2 business days after the 7th of the month)
Jets Transport - do not include attachments to overdue reminders as these create double-ups in their system

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