Professional Services · Billing

Write-Off / Bad Debt Escalation

Flag aged, uncollected balances for a formal write-off or collections decision.

Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies invoices aged beyond the firm's defined threshold with no payment activity, via the billing system's aging report.
  2. Attempts a final direct outreach to the client before escalating.
  3. Escalates unresolved aged balances to the billing manager/partner for a write-off or formal collections decision.
  4. Logs the outcome for financial reporting, written to the CRM.

Data sources

Billing system aging report Collections escalation policy

What it targets

  • Aged balances reviewed and actioned within policy timeline Target 100%
  • Aged AR percentage year over year Target -20%