Collections and reminders

The worklist

Billing, Collections lists every bill past its due day with money still owed: how late it is, what is outstanding, any interest accrued at the firm's rate, the last reminder sent and the next follow up. Filter it by how late, by disputes, or to the follow ups due today. Each row opens its bill.

Notes on a bill

On the bill, Collections shows how late it is and every note about collecting it. Add note records a call, an email, a meeting, a dispute or a promise to pay, which names the amount and the day it was promised for. A note can set a day to follow up. Notes are kept as they were written; a correction is a further note.

The debtor ageing

Ageing shows what each client, or each matter, owes in one currency as it stands today: not yet due, 1 to 30, 31 to 60, 61 to 90 and over 90 days past due, with the totals.

Reminder letters

1. Reminders, Prepare reminders drafts a letter for each overdue bill that is not in a payment plan, at the highest rung of the firm's ladder the bill has reached. A rung is never sent twice for the same bill.
2. Review the letters. Leave out any that should not go, with the reason, and put them back if needed.
3. Somebody other than whoever prepared the run, holding the right to release reminders, chooses Release. Each letter is drawn on the letterhead, filed on its matter and emailed to the client.

The ladder

Settings, Dunning ladder holds the reminders the firm sends: the days past due each goes, its subject and its words. The letters may use {client}, {bill_number}, {bill_date}, {due_date}, {amount_outstanding}, {days_overdue} and {firm}.