Follow up the invoice. Remember the relationship.

See overdue balances, previous reminders and account context in one place. Prepare a considered follow-up, with clear ownership and escalation rules.

Try the example

Which overdue invoices should we follow up first?

INV-1048 is £1,200 outstanding and 16 days overdue, but Rachel’s Friday payment promise has not passed in this example. I would hold outreach and check receipts after the payment run.

Do not send another reminder yet. Set the next internal review after Friday’s payment run, then reconcile receipts and any dispute.

Illustrative example. No live connections or actions.

How Collections works.

Know what is actually overdue

Read invoice amounts, due dates and outstanding balances from your agreed source. See the ageing book and the invoices that need attention.

Check before you chase

Look for recorded payments, promises and disputes. Reconcile anything uncertain before another reminder reaches the customer.

Follow your collection policy

Prepare a reminder with the right reference and amount. Hold it for approval and escalate according to the timing your team has agreed.

Connected to the records you trust.

Agree reminder intervals, high-value thresholds and dispute handling. Reminders are held for approval; this demo never contacts a debtor.

Start with

Receivables records with outstanding amounts and due dates.

Add context where connected

Account ownership, reminder history, email drafting and team notifications.

Connections, access and available actions are scoped during setup.

Before you start.

Does this replace our accounting system?

No. Your finance source remains the record of payments and balances. Zarco helps organise follow-through around it.

What if the customer has already paid?

Check and reconcile recent payments before sending. An outstanding balance in one source may not reflect a payment made elsewhere.

Can we set escalation rules?

Yes. Agree overdue-age and value thresholds, reminder spacing and the people who should handle disputes or broken promises.

Start with your process.

We’ll work through the sources, rules and first useful workflow with you.

Arrange a demo

Opens an email to luke@zarco.uk. No calendar slot is reserved.