Build your accounts receivable follow-up.

How to build your accounts receivable follow-up

1. 1

   Describe the job

   Keep overdue invoices, disputed amounts and customer follow-ups together.

2. 2

   Review the first version

   Choose how the accounts receivable specialist records the invoice and how the finance reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your accounts receivable follow-up

• Keep the invoice in context

  Keep invoice, due date, disputed amount, contact preference, next action and receipt reference together so the next person can understand the request or record.

• When the next step needs a decision

  A customer disputes one line of an invoice and pays the rest. Track the remaining disputed balance separately instead of repeatedly requesting the full invoice amount.

• Keep receipt reference visible

  Record the reply and leave the disputed amount open until finance reviews it.

• Choose what each person needs

  Give the accounts receivable specialist a working view and the finance reviewer a review view. Keep invoice and due date attached to the decision as the work moves between them.