An issued invoice is only collected if it is followed up. Omamori helps you spot delays and follow up at the right time.
Spot overdue invoices
The dashboard shows the total customer receivables. For the detail, open the Sales menu and filter invoices on the unpaid or overdue status. The customer aged balance sorts delays by age.
Follow up with a customer
- Open the overdue invoice.
- Contact the customer by phone, or resend the invoice by email.
- Note the date of the exchange to keep a record of the follow-up.
Best practice: a polite follow-up from the first days of delay clearly improves payment times.