Financial Intelligence
Collections sequence by invoice age. Action steps, channel selection, tone, and communication templates.
Hi [Name], invoice #[NUM] for [AMOUNT] was due on [DATE] and is now 1 day past due. Please let me know your expected payment date.
Call script: "Hi [Name], I'm following up on invoice #[NUM] for [AMOUNT] which is now [X] days past due. Can you confirm a payment date?"
Hi [Name], this is a second notice for invoice #[NUM] for [AMOUNT], now [X] days overdue. Payment is required within 5 business days to avoid service interruption.