What Is the Best Way to Track Overdue Client Invoices and Follow-Up Steps?
A structured way to track overdue client invoices and follow-up steps is to list every overdue invoice by days late, define standard steps — reminder, call, partner contact, payment agreement — and record each action and client response until the invoice is paid.
In Jestor, overdue invoices move through a collection Kanban, while invoicing and payment records stay in the ERP.
Why do overdue invoices pile up?
Professional firms are often uncomfortable chasing clients. Follow-up happens irregularly.
Invoices become months old, and the chance of payment drops.
Partners do not know which clients owe what.
What problems does overdue tracking solve?
- Irregular or forgotten follow-ups
- Old invoices never collected
- No escalation rules
- Partners unaware of client debts
- Agreements not recorded
How do I track overdue invoices in Jestor?
- Sync invoice data from Omie or Conta Azul.
- Group overdue invoices by days late.
- Define follow-up steps with owners for each range.
- Send reminders through WhatsApp or email.
- Record agreements and new due dates.
| Days overdue | Follow-up step |
|---|---|
| 1 to 15 | Friendly reminder |
| 16 to 30 | Phone call |
| 31 to 60 | Partner contact |
| Above 60 | Payment agreement or service review |
How do I keep collection professional?
Standard messages with clear information about the invoice and payment options keep the tone polite.
Recording every contact avoids repeated or contradictory messages.
Why use Jestor for overdue invoices?
- Collection board: the Delinquency Control solution in the Jestor templates organizes receivables by days overdue.
- Escalation steps: owners for each range.
- Recorded contacts: every reminder and response stored.
- Native ERP integration: invoice data from Omie or Conta Azul.
What else helps you track overdue client invoices and follow-up steps?
- Clients with repeated delays can be flagged for a conversation about payment terms or service continuation.
- Overdue totals by partner also help the firm discuss collections in management meetings.
- Root causes of overdue invoices are worth recording, such as disputes, missing purchase orders or cash flow problems at the client.
- Some causes can be fixed in the billing process itself, reducing future delays.
This is how you track overdue client invoices and follow-up steps and improve cash flow.
Frequently Asked Questions
Does Jestor issue or reconcile invoices?
No. Invoicing and reconciliation stay in your ERP.
Can I get free setup help?
Yes. The Jestor team helps at no cost at jestor.com.
Can I see overdue amounts by days late?
Yes. Dashboards group invoices by days overdue.
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