Weekly: A print out of each Sales Representatives overdue customers sent to them, advising who is on Stop Credit and who needs to be watched. Its important that the Sales Team works with the Accounts Department so they are not selling goods to bad risk customers.
For each customer contacted , I type in their contact logs (we use MYOB) what has transpired so that the rest of the staff can see which customer has been contacted.
Week One: After the Statements are sent, I send a friendly reminder plus invoice copies of the overdues.
Week Two - Four: I mark off each customer that has paid in the contact log. I then ring the overdues that are left and advise the Sales Representatives on their weekly overdue Debtors list.
20th of each month: When overdues are 60 days they are put on credit hold and I record this in their contact logs. I also advise the Sales Representatives.