Set up your own templates or click on any of the below to create them as a task in Workiro:
Credit Control: Invoice
Level 1: Issue invoice with payment terms and details
Credit Control: Aged debt report
Run aged receivables/aged debtors report for all outstanding payments
Credit Control: Chase by phone
Level 2: Phone call to chase overdue payment
Credit Control: Letter
Level 3: Draft and send warning letter
Credit Control: Escalate
Level 4: Pass to debt controller
Credit Control: Payment update
Update accounting system with payment receive
Credit Control: Watch list update
Update ‘watch list’ of late payers
Credit Control: Credit Note/Refund
Process credit note/refund request