A Workflow That Works When the Client Doesn't Pay

We all want to avoid business problems. Collecting payment from your debtors suggests a whole lot of other negative ideas. But no world is without its problems. Whether we like it or not, there will be clients who don't pay. (We all go through these things. It's all part of the growing up process.)
What we want to do today is suggest a workflow that quietly moves things forward in these situations.

Let's say your company mandates notification to the board when there is a delay on an account that exceeds 10 thousand USD. Everyone hates notifying the board. "How can I explain the situation?" "Maybe they're in a bad mood in the morning..." And you let time slip by.

So in this workflow we let the accounting department, not sales, register payment delays. And when the amount exceeds 10 thousand USD, the board is automatically notified.

Even then, if the sales rep fails to fill out the delay report, the company may not be able to respond in a timely manner. For companies that need the board to be aware immediately (companies in which these problems seldom occur), the below workflow is another option.

• Payment Collection <Report First>
• Payment Collection <Notify>