STACK Consultants

Finance

Invoice chasing

Overdue invoices are visible, with a consistent chase that finance still controls.

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How this engagement runs

Aged debt is a queue with context, not a monthly surprise in the accounting export.

  1. 01

    See how debt is chased now

    We look at accounting, the CRM and the informal nudges in between.

  2. 02

    Set the chase policy

    When to remind, when to escalate, and what must never be automated.

  3. 03

    Connect the ledger

    Overdue invoices appear with the customer and the job, ready for a controlled follow-up.

  4. 04

    Review what got paid

    We check the chase against payments so the queue stays accurate.

What we do

  • Debt-chasing policy
  • Accounting connection
  • Controlled reminder sequence
  • A review against payments received

This sits with StackFlow and StackOps. The review is where we confirm it is the right first step.

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