How to Organize Receivables Follow-Up

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

Build the receivables view in Jestor, filtered to exclude settled entries.
Connect entries to the client record so history is available from the account.
Set date-based automations sending reminders as due dates pass.
Route follow-up conversations through WhatsApp or email so they become records.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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