For whom
Clubs that want to reduce time spent on manual payment reminders.
Number of steps
3 steps
Steps
1
Define what counts as overdue
First define the threshold: one day after due date, several days later, or separate rules for different payment types.
2
Work from one list of open balances
Monitoring works best when the team has one queue of overdue balances instead of scattered info in emails and notes.
3
Enable reminders and escalate only exceptions
Automatic reminders should close most simple cases. The team should manually handle only the exceptions.