Accounts receivable process checklist
A practical checklist for improving cash collection by fixing the process before an invoice becomes overdue.
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- Document payment terms and billing frequency before work starts.
- Confirm the customer legal entity, approval contact, and purchase-order requirements.
- Set a clear billing trigger for each service or milestone.
- Record the reason, next action, owner, and follow-up date for overdue balances.
Read the full article: Accounts receivable is an operating system, not a collections problem →