F3 · Overdue receivables and reminders · Reminder Friday
Friday: twelve clients late, three have already paid
On Friday 25 September Acme Impianti's office puts the usual files into one ZIP: the clients' open items exported from the gestionale (16 overdue invoices of 12 clients, 61,400 €), the home banking movement list of the last two weeks, the reminder log with its outcomes and the client registry with e-mail and PEC. The gestionale does not know that three clients have already paid by a transfer with no invoice number — Costruzioni Bianchi two invoices at once —, that Zanetti and Market Borgo Panigale did not answer the second reminder of early September, and that Ediltecnica Cavazza let August's formal notice expire.
- 43 s
- real time
- 13
- credits
1 · The document
On Friday the overdue list from the ERP, the week's transactions, the reminder history and the customer register arrive — in one ZIP.
ZIP · 4 files · 9 kB · sample document
2 · The agent at work
Before writing to anyone it checks the bank for who has already paid, then prepares the right reminder for each.
3 · The result
Eight letters ready, and three customers who must not be chased at all.
Replay it in the Demo Open the report (PDF)Read the whole scenarioClose the story