Tracking Overdue Accounts

Keeping an Eye on Who Owes What

Which Reminder Level Is Each Customer At

The Credit Control Lines list shows every customer's current escalation level at a glance — useful for a collections team to prioritise calls to customers already at the final level, rather than working through the Aged Receivable report (Financial Reports course) blind to reminder history.

Combining With Aged Receivable

Credit Control tells you what's been sent; Aged Receivable (Financial Reports course) tells you how much is outstanding and how overdue. Use them together: a customer showing 90+ days overdue on Aged Receivable but still only at Level 1 in Credit Control usually means the policy needs a manual escalation or a phone call, not another automated email.

Best Practices

• Run Credit Control on a fixed schedule (e.g. daily or weekly), not sporadically — inconsistent timing undermines the whole point of an escalation policy.
• Actually review Ignored/Error lines each run rather than letting them silently pile up.
• Keep policy tone genuinely escalating — a Level 3 "final notice" that reads the same as Level 1 loses credibility with repeat late payers.
• Coordinate with Sales/Account Managers before a strategic customer receives an automated firm/final-notice reminder — sometimes a phone call should happen first.