Accounts receivable collections workflow

Hey Teo helps teams improve collections consistency with structured reminders and escalation workflows for overdue invoices.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Collections break down when follow-up cadence is inconsistent. Hey Teo helps teams run disciplined AR operations without manual chasing across scattered tools.

Standardize overdue reminder cadence by invoice age.
Escalate high-balance accounts with clear owner handoff.
Track promise-to-pay follow-ups reliably.
Reduce collection delays with one operational queue.

How to implement

1
Define aging buckets
Set workflows for 7/15/30/60+ day overdue balances.
2
Configure reminder and escalation rules
Match cadence to risk tier, balance size, and customer type.
3
Run weekly AR review
Prioritize high-risk accounts and monitor collection velocity.

Frequently asked questions

Can this replace our accounting system?

No. It coordinates follow-through around your existing financial tools.

Is this only for large finance teams?

No. Small teams gain major value from consistent collections workflows.

Can we keep manual approval for sensitive accounts?

Yes. Approval controls and escalation boundaries remain in your hands.

Accounts Receivable Follow-Up Cadence: A Practical Template for Small Teams
Use this AR follow-up cadence template to improve collections consistency and reduce overdue invoices without adding technical overhead.

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