Set up a simple system so nobody owes you for long

Help me set up a simple credit control system.

My business: [what you do]
How I invoice: [app or document]
Payment terms: [days]
Who usually pays late: [types of customer]
How firm I want to be: [friendly, firm, very firm]

First ask me up to 4 short questions. Wait for my answers.

Then:
1. A reminder schedule: before due, on the day, 7 days late, 14 days late, final, with the exact wording for each.
2. A tracker layout: customer, invoice, amount, due date, days late, last chased, next step.
3. A formula for days late and a colour rule.
4. When to phone instead of email, with a short phone script.
5. The GOV.UK page on late payment interest and when it applies to business customers.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

For GOV.UK late commercial payments interest page, use web search and name the page you used. If it doesn't search on its own, open View all tools and choose Search.

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Help me set up a simple credit control system.

My business: [what you do]
How I invoice: [app or document]
Payment terms: [days]
Who usually pays late: [types of customer]
How firm I want to be: [friendly, firm, very firm]

First ask me up to 4 short questions. Wait for my answers.

Then:
1. A reminder schedule: before due, on the day, 7 days late, 14 days late, final, with the exact wording for each.
2. A tracker layout: customer, invoice, amount, due date, days late, last chased, next step.
3. A formula for days late and a colour rule.
4. When to phone instead of email, with a short phone script.
5. The GOV.UK page on late payment interest and when it applies to business customers.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

For GOV.UK late commercial payments interest page, use Google Search and name the page you used.

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