Outstanding Payment Followup : How to followup & recover outstanding receivables from clients ?
Sure! Here's a clear, professional guide you can use for Outstanding Payment Follow-up: How to Follow Up and Recover Outstanding Receivables from Clients:
Automatic Payment Follow-ups Reminders-
1. Automatic Gentle Reminders post Due Date.
Borg Desk ERP starts sending follow-ups mails to clients of dues are not cleared on or before due date mentioned in the Invoice. Reminder Interval can be set to repeat the same as per requirement. Borg Desk facilitates ERP Admin of a company to set frequency of reminders like Daily, Every 3 Days, Every 7 days, Every 15 Days etc..
Reminder's Type : WhatsApp Reminders, SMS Reminders & Email Reminders
Other Payment Follow-ups Reminders & Etiquettes -
1. Send Gentle Reminders Early
Start following up a few days before the due date.
Example Message:
"Hi [Client Name], just a gentle reminder that invoice #[Invoice Number] for [Amount] is due on [Due Date]. Please let us know if you need any assistance."
2. Maintain Professional Tone
Always keep your tone polite but firm. Avoid sounding aggressive.
3. Offer Easy Payment Options
Share payment links, QR codes, or bank details to make it easier for them.
4. Escalate Gently If Delay Persists
If 7+ days overdue, send a slightly firmer but respectful reminder.
Example:
"Hi [Client Name], this is a follow-up regarding invoice #[Invoice Number] amounting to [Amount] which is now overdue. Kindly arrange the payment at the earliest to avoid any late charges. Please inform us if any clarification is needed."
5. Speak Directly (Phone Call)
If multiple reminders are ignored, call the client to discuss payment timelines personally.
6. Offer Payment Plans (If Needed)
For genuine cases, offer instalment options to recover partial payments instead of risking a full loss.
7. Set Clear Terms
Inform about late fees, service pauses, or legal recovery if needed — only after repeated delays.
✅ Tips to Improve Receivables Management:
✔Always mention clear due dates and payment terms on invoices.
✔Send invoices immediately after project/service completion.
✔Use ERP tools like Borg Desk Workplace ERP to automate reminders, invoice tracking, and outstanding reports.
✔Maintain a ledger/CRM showing client payment behaviour over time.
Payment Followup Guide in Borg Desk ERP-
The Payment Followup feature in the Account Module provides access to Payment Followup Logs and enables you to create new follow-up logs.
The Payment follow ups page displays a list of all Payments. To add a new log, click the Add log button from Action Menu, which will open a page where you can view and create new logs.
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