# Accounts Receivable Collections

> A respectful, escalating collections cadence that protects cash flow without damaging the customer relationship.

**Category:** Finance

**When to use:** When invoices pass their due date and cash needs protecting.

**Trigger:** An invoice passes its due date

## Steps

1. Run the aging report and sort overdue invoices by days late and amount.
2. Send a friendly reminder on the due date with the invoice attached.
3. At seven days late, follow up by email and confirm the invoice reached the right contact.
4. At 30 days late, escalate to a call and offer a payment plan if appropriate.
5. At 60 days late, loop in the account owner and consider holding service per the contract terms.
6. Record every touch and the promised-to-pay date in the system.

## Outputs

- An updated aging report
- A logged collection cadence per overdue invoice
- Promised-to-pay dates recorded

## Tools

- Accounting system
- Aging report
- Email

## Notes

Start friendly and escalate slowly. Most late payments are an internal process problem on the customer side, not a refusal to pay.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/accounts-receivable-collections
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