Contracts and billing
Collections and overdue certificates
See every issued certificate still owed by how late it is, and let the system remind before the due date and escalate at 30, 60 and 90 days overdue.
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In this article
Every issued certificate has a Due date: its issue date plus the contract's payment terms (in days).
The Collections page
Go to Projects > Collections. The cards add up what is owed by age: Not due, 1–30 days, 31–60 days, 61–90 days, Over 90 days, and No due date. The table lists each certificate with its project, contract, customer, due date, Days overdue and Outstanding, and how far it has been escalated. Filter by project, and open a certificate to record a receipt.
Reminders and escalation
When your company turns on Payment reminders and escalation in Process settings, every morning:
7 days before the due date, the accountants and the project manager are reminded (Reminded);
at 30 days overdue, the Sales Manager role gets a task to collect (Escalated: 30 days);
at 60 days, the General Manager gets one;
at 90 days, the General Manager gets a task to decide on stopping work or legal action.
Each step happens once per certificate.