procedure
Invoicing Client(s)
Run this process every time an invoice is generated for a client...
2 steps
Accounting Accounting
Cash Collection
Run this process every time a client cash collection process is initiated
10 steps
Process steps
1
Credit: 1st reminder 45 days after invoice issue date
5 days from previous step
Send {{client-consultant-name-207683}} of {{client-consultant-company-207692}} a reminder of the overdue invoice and review after 7 days.Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
2
Credit: Payment received?
5 days from previous step
Confirm whether payment from {{client-consultant-name-207683}} has been received.Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
3
Credit: Proceed with communication to resolve any disputes within 48hrs
5 days from previous step
Proceed with phone calls, emails and resolve any disputes within 48 hours.Client name: {{client-consultant-name-207683}} Client mobile: {{client-consultant-mobile-207695}} Client email: {{client-consultant-email-207691}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
4
Credit: Make adjustments for booking entry errors/issue new invoice
5 days from previous step
Book any entry errors or issue new invoice for {{client-consultant-name-207683}} invoice number {{invoice-number-207687}} Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
5
Credit: Issue credit notes/amend invoice sent to client
5 days from previous step
Issue credit notes or amended invoice to {{client-consultant-name-207683}} Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
6
Credit: Payment received?
5 days from previous step
Confirm whether payment from {{client-consultant-name-207683}} has been received.Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
7
Credit: 2nd reminder 60 days after invoice issue date
5 days from previous step
Send {{client-consultant-name-207683}} of {{client-consultant-company-207692}} a reminder of the overdue invoice and proceed with phone calls and emails.Client name: {{client-consultant-name-207683}} Client mobile: {{client-consultant-mobile-207695}} Client email: {{client-consultant-email-207691}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
8
Credit: Payment received?
5 days from previous step
Confirm whether payment from {{client-consultant-name-207683}} has been received.Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
9
Credit: Keep chasing debt?
5 days from previous step
Keep chasing {{client-consultant-name-207683}} debt?If yes, proceed to courtIf no, write off debtClient name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
10
Credit: Stop collection process
5 days from previous step
Stop {{client-consultant-name-207683}} debt collection process.Client name: {{client-consultant-name-207683}} Client company: {{client-consultant-company-207692}} Invoice: {{invoice-207686}} Purchase order: {{purchase-order-207685}} Payment terms: {{payment-terms-207688}} Thanks,Credit.
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