Decide which unpaid invoices need attention first.

Turn an aging report into a workable follow-up queue.

An accounts receivable aging report tells you what is open and how old it is. It does not automatically tell you which account deserves the next phone call. This tool creates a simple priority order using invoice age, invoice amount, and the current follow-up status so a small team can decide where to start.

Enter the customer, open balance, days overdue, and whether follow-up is already underway. Older and larger invoices move higher in the queue, while invoices already in a payment plan, dispute, or active follow-up receive a lower workflow score. The score is only a work-ordering aid; it is not a statement about collectability or legal rights.

Example workflow

A $12,000 invoice that is 60 days overdue with no documented follow-up will generally deserve attention before a $600 invoice that is 10 days overdue. But a large invoice under a documented dispute may need a different owner or next action than an ordinary overdue balance. The tool helps surface that distinction so the team can choose the right follow-up instead of simply sorting by balance.

Before contacting the customer

• Confirm the invoice was sent to the correct contact and address.
• Verify the due date and any contractual payment terms.
• Check whether there is an open dispute, credit, change order, or missing documentation.
• Review the last contact date and promised payment date.
• Assign one owner and document the next action.

For businesses with many open invoices, use the result as the first pass, then apply customer context and contractual requirements before escalating collection activity.