How to collect overdue accounts receivable

There are a lot of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an invoice. Other times, they might have some cashflow issues preventing them from paying their bills entirely. Or they might have an outstanding debt from a previous engagement or project that they were too deep in work to pay attention to.

Whatever the case may be, we want to help you eliminate your debtors by using Ignition!

We'll show you how to collect for these outstanding debts by using Ignition and Ignition Payments so you can start being debtor-free, stop worrying about your accounts receivable and focus on your day-to-day work and business!

The first thing we'll need to do is to jump into your Service Library and create a new services - two different for On Acceptance and Recurring Outstanding Payment Services.

Once you have created these services, we can now communicate with the client and give them the option of whether they'd like to pay their outstanding debt in one hit, or in recurring instalments. You can use proposal options to offer both options of repayment to your client giving them to autonomy to choose what works best for them.

• Create a new proposal and name the proposal Debt Collection or anything that you prefer. The Proposal Name is an internal field for your eyes only, so we suggest naming this differently for organization purposes.
  

• Add your Client and select the correct Contact details.
  

• Set the proposal's Start Date and End dates to however long you'd like to spread the instalments out for. We suggest setting the start date a week from the current date to allow for some time for your client to accept the proposal.
  

• In the Services Step, select the Outstanding Payment service and select On-Off → On Acceptance. Edit the service description and price accordingly.
  

• Next, add a proposal option by selecting + Add Option. Now, select the Outstanding payment (Instalments) service. Edit the service description, frequency and price accordingly.
  

• Enable payments on the proposal and select the payment methods options that will be available to your client.
  

• Last, in the Presentation tab, you have the option of including a Personalised Message, or even a video if you are on our Professional or Scale plan.
  

• Save this proposal as a proposal template to use in the future to collect overdue payments. Click Templates → Save as template.
  

• Send your proposal to your client!