Payment collection
Chasing what is overdue
Overdue invoices are followed up as a conversation, and the reply is kept.
Problem
Someone has to notice an invoice is late, write to whoever owes it, remember what they promised, and do it again the next week. The chasing lives in a personal chat, and the account does not.
What the agent does
The agent follows up on WhatsApp, records the reply and any promise to pay, and keeps that conversation against the invoice in Xero. A person approves a message that changes the account.
What changes for the team
The follow-up happens on a rhythm. The answer is no longer trapped in one person’s phone.
Tell us which workflow hurts most.
Twenty minutes is enough to see whether a managed agent fits. Or send a note on WhatsApp.