Agency Cash-Flow Playbook: Recovering Overdue Revenue in 30 Days

Export all unpaid invoices and sort by overdue days and amount. Start with invoices that have both high balance and high age.

Define one owner for collections. Shared ownership usually means no ownership.

Use one message sequence and one payment-link format. Inconsistency in messaging lowers response rates.

Track send date, response date, and payment date. You need this data to improve cycle time.

Move older overdue invoices into stronger language with explicit deadlines.

Avoid escalating all clients equally. Sequence by risk and amount due.

Calculate recovered cash this month and compare against beginning overdue balance.

Use findings to update invoice terms and reminder cadence for next month.