The invoice is late.
What happens next?
An aging report shows the balance. The useful work is finding what is holding up payment and keeping the next step from being forgotten.
Here is what that can look like for a Utah business with a commercial customer it wants to keep.
Four steps that give the owner a clearer answer.
- 1. Find the actual blockerReview the invoice and prior correspondence. The customer's accounts payable contact says the purchase order is missing. Record the specific issue instead of leaving the status as “emailed customer.”
- 2. Give the next action an owner and a dateYour office supplies the purchase order by September 8. Robb sends it to the approved customer contact, follows up by the agreed email or phone channel, and confirms receipt and acceptance.
- 3. Separate a promise from a paymentThe customer confirms the document and says $4,800 is scheduled for September 11. Record who made the promise, the amount, the date, and the next check. Keep the invoice open until payment clears.
- 4. Follow through and keep you informedVerify the payment against the agreed accounting record. If it misses the promised date, reopen the next action and update expected cash. Bring service disputes, credits, or escalation decisions to the owner.
What moved. What is stuck. What needs you.
This is a sample report format for the agreed invoice group. Its numbers are illustrative, not actual recoveries.
| Account / balance | What changed | Next action |
|---|---|---|
| Sample Property Co. $4,800 open | Missing purchase order identified | Office supplies PO September 8; confirm September 11 promise |
| Sample Trade Co. $3,200 cleared | Payment received and matched | Close the action after reconciliation |
| Sample Facilities Co. $5,400 open | Service approval unresolved | Owner provides completion evidence September 8 |
| Sample Wholesale Co. $2,000 open | No response; contact unconfirmed | Verify the correct accounts payable route |
Owner decision: provide the service evidence for the $5,400 invoice. No payment date is assumed for that balance or the unanswered $2,000 account.
You know who owns the work.
With Managed Receivables, Robb manages the agreed priorities, blocker investigation, customer follow-up, promise tracking, and progress reporting for enrolled business-to-business invoices. Your business supplies accurate records and retains control of credits, write-offs, settlements, customer policies, and escalation.
The written engagement identifies the enrolled invoices and business customers Robb may contact, the approved email and phone channels, and the decisions that require your approval before outreach begins. Starter and Platform remain available for businesses that want to run the process themselves.
See the current plans and pricing · Explore the dashboard demo
Start with a free review.
We will review a few overdue invoices and I will explain what I would do next. No charge, no accounting-system access, no customer contact during the review, and no obligation to buy.