The eleven worth a phone call

Collections is the aging with names attached. May’s worklist is eleven invoices carrying 544,500.00, the aging’s own past-due buckets to the cent, each row holding its contact story, and no one on it has cash sitting unapplied.

RuleWork collections from the aging’s past-due buckets: every overdue invoice with its age, amount, and last contact, excluding accounts whose cash sits unapplied.

Neverdun from a list that ignores unapplied cash. Chasing a customer who already paid costs more goodwill than the invoice was worth.

Collections is the aging with names and phone notes. The application check keeps it from calling the wrong people.

◆ The worklist, 31 Mayeleven invoices, 544,500.00 to chase.

Past due	Invoices	Amount
31 to 60 days	7	386,300.00
Over 60 days	4	158,200.00
In collections	11	544,500.00

These are the aging’s own past-due buckets, taken whole: same counts, same amounts, zero re-derivation. Each of the eleven carries its customer, its age, and its last-contact note, and the four over sixty days are the reserve’s heaviest rate for a reason. Sample values are illustrative, never client data.

◆ The disciplinenotes on rows, not memories in inboxes.

A worklist earns trust when contact history lives on the row: who was called, what was promised, when to follow up. Collections becomes a relay instead of a memory test, and a promise-to-pay that lapses resurfaces by itself instead of by accident.

◆ The owned answerthe aging filtered, contact history joined.

The worklist is the customer star’s open invoices filtered past due, minus the unapplied-cash accounts, joined to contact notes. One query, worked daily, measured weekly by what left the list.

Use case

Problem

Collections runs from exported agings and inbox memory: paid customers get chased, promises lapse silently, and nobody measures what actually left the list.

What we build

The aging’s past-due buckets as a named worklist with contact history on the rows, the unapplied check built in, worked daily and measured weekly.

What you get

Chasing that never hits paid customers, promises that resurface on their dates, and a weekly number for what collections actually collected.

What left your collections list last week?

We build the worklist that answers that every Friday.

Talk to us

Terms on this page

AR: Accounts receivable, the money customers owe.
collections worklist: Past-due invoices with names and contact history.
promise to pay: A dated commitment that resurfaces by itself.
dunning: The escalating reminders; aimed only at true debtors.
left the list: Collected or resolved; the weekly measure.