Which overdue invoices to chase first

collections are worked from the oldest invoice down. This week Ellen wants to call the customers that matter most first.

You are

Ellen Brooks, Controller at Aurora Components.

collections are worked from the oldest invoice down. This week Ellen wants to call the customers that matter most first.

Ranking customers by amount, age and how they usually pay means three reports and some judgment. Here you ask.

Each step as it looks in the demo installation, on Aurora Components (Demo).

Open Dynocortex → Chats and ask
"Who owes us money past due, and who should I call first?"
Open Metro Transit Works' oldest overdue invoice, from the answer or from Accounting → Accounts Receivable. In the Ask panel beside it, ask
"Is this customer usually late, and have we chased them?"
Ask
"Draft what I should say on the call."
Give yourself a reminder: on the invoice, Assign To yourself (a ToDo) with a note to call them. This is a real action you may take.

The customers past due, ranked by amount, days overdue and habit, with a reason for the order.
Metro Transit Works first: it habitually pays two to three months after invoicing, and its oldest invoice is more than 60 days past due.
That Metro has already had a first and a final reminder (two dunning letters), so the next step is a call, by Ellen.
The smaller late payers (Brightline Builders, Harbor Electric Co-op) a few days past due, as lower priorities.
A short call script: the invoices, the amounts, what to ask for.

The Executive drafts the email to the customer for the controller to approve, and follows up when the promised payment doesn't arrive.

Answers are worded afresh each time, so yours will read differently. The demo company is made up, and its data goes back to the start every night.