Payment Follow-Ups: Contact clients via phone calls, emails, or messaging apps to remind them of upcoming or overdue payment milestones.
Record Management: Update and log all client interactions, payment promises, and transaction statuses accurately inside the company's CRM or ERP software.
Account Reconciliation: Collaborate with the finance and accounts departments to match received payments against open invoices and outstanding balances.
Dispute Resolution: Handle billing queries, explain payment schedules, and resolve customer complaints with patience to accelerate clearance.
Reporting: Generate daily, weekly, or monthly collection reports and MIS (Management Information System) sheets to track receivables.