Chasing overdue customers
Over a threshold
Situation
Several Invoices are overdue and need reminders.
Recommendation
Use the Dunning policy; a reviewer approves the content before sending.
Why
The policy sets overdue levels; content is reviewed first so the wrong customer is never chased.
Steps
- Configure the overdue policy.
- Review the suggested reminders.
- Approve the content, then send.
Avoid
- Mass-send without checking.
Roles & permissions
AR accountant.