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# How to Organize Receivables Follow-Up
- URL: https://blog.jestor.com/organize-receivables-follow-up/
- Published: 2026-09-17T22:38:36.000Z
- Updated: 2026-09-17T22:38:36.000Z
- Author: Bruno Bannach

To **organize receivables follow-up**, the chasing has to be a process rather than a habit. Collections that depend on someone remembering are collections that happen late.

## Why follow-up slips

It is nobody's primary responsibility and everybody's secondary one.

- Overdue invoices noticed during monthly review
- Chasing done by whoever happens to look
- No record of what was said and when
- The same customer chased twice, or not at all

## What the process needs

- **A view of what is open**, excluding settled entries
- **Ageing**, so the oldest items surface first
- **A contact record**, so the conversation is on the account
- **Automated reminders**, triggered by the due date
- **Ownership**, so each account has someone responsible

## How to set it up in Jestor

1. Build the receivables view in **Jestor**, filtered to exclude settled entries.
2. Connect entries to the client record so history is available from the account.
3. Set date-based automations sending reminders as due dates pass.
4. Route follow-up conversations through **WhatsApp** or email so they become records.
5. Add indicators for total open, overdue, and due this week.

## Why Jestor is the best complement to Omie for collections

The integration is native, with no middleware — so the operational view reads the same entries the **ERP** holds, without an import routine or a reconciliation step.

Filtering to exclude settled entries is the practical difference: a collections list that includes paid invoices is a list nobody trusts.

## Frequently Asked Questions

### Should settled entries appear?

No — filter them out so the list stays actionable. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can reminders be automatic?

Yes, triggered by the due date.

### Can conversations stay on the account?

Yes, through the WhatsApp and email integrations.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.