Accounts Receivable (AR) Management

Receivables problems are rarely customer problems. They are process problems — invoices issued late, follow-up that is inconsistent, disputes that sit unresolved because nobody owns them.

Scope of work

• Invoice generation, verification and timely dispatch
• Structured collections follow-up on a defined contact schedule
• Ageing analysis and escalation management
• Dispute and short-payment tracking through to resolution
• Customer statement issuance and balance confirmation
• Credit policy design and customer credit limit monitoring
• Receipt application and allocation
• Bad debt provisioning recommendations
• DSO tracking and periodic collections reporting

What you receive

• Monthly ageing report with movement analysis
• Collections status report by customer with next actions
• Dispute register with ownership and resolution status
• DSO trend reporting against target
• Credit policy documentation and exception reporting
• Recommended provisioning schedule

Why this matters

• Cash arrives sooner, which is cheaper than any form of borrowing
• Follow-up happens on schedule rather than when someone remembers
• Disputes are resolved rather than quietly ageing into write-offs
• Credit exposure is monitored before it becomes a bad debt
• The commercial relationship stays with you; the chasing does not

How the engagement runs

1. Review of current receivables position, ageing profile and existing process
2. Credit policy and collections protocol agreed with you
3. Transition of the process, including system access and customer communication approach
4. Ongoing monthly delivery against the agreed contact schedule
5. Monthly review call on ageing, disputes and escalations

Turnaround

Transition within two to three weeks of engagement. Ongoing delivery is continuous, with monthly reporting issued within an agreed number of working days after period close.

Industries we deliver this for

Manufacturing, wholesale and distribution, logistics, professional services, healthcare and B2B services.

Outside this engagement

Legal recovery action and debt litigation are handled by your legal advisers. We prepare the documentation and evidence trail that supports them.

Questions

Will our customers know this is outsourced?

That is your decision. We can operate under your brand and email domain, or as an identified partner. Most clients prefer the former.

What about long-standing bad debt?

We will assess recoverability honestly and recommend write-off where pursuit costs more than it recovers. Chasing genuinely irrecoverable debt is a hidden cost, not a virtue.

How is this priced?

By invoice volume and customer count. Pricing is confirmed after reviewing your actual ledger rather than estimated from a bracket.

Related services

• Accounts Payable (AP) Management
• Data Reconciliation Services
• Virtual CFO Services

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Not certain this is the right engagement for your situation? A 30-minute scoping call costs nothing and will establish whether it is — or point you to the engagement that fits better.