Tip · Unpaid Invoice Tracker with Draft Reminders
Keep a list of invoices you are not chasing, and why
A tip for small service businesses: keep a short list of the invoices you are deliberately not chasing and the reason for each, such as a dispute, a partial payment or an agreed plan. It stops a reminder going to someone you are already talking to.
The pilot
Unpaid Invoice Tracker with Draft Reminders (pilot)
Our unpaid invoice pilot includes that list in every report, next to the aging table and the draft reminders. It is read-only, and a person reviews each report before it reaches you.
Pilot. The sample is made from invented data.
See the Unpaid Invoice Tracker with Draft Reminders pilot and its sample