AR Collections
tuned for Northline Mechanical · HVAC & plumbing contractor · 34 months of history
Ages open receivables and flags customers whose payment behaviour has deteriorated against their own historical terms. These settings apply only to Northline Mechanical; every other client keeps its own configuration.
Ages Northline Mechanical's open receivables into 30 / 60 / 90 day buckets and raises a finding once a customer is 40 days past terms with at least $2,500 outstanding.
Each customer is also measured against their own historical days-to-pay, so a reliable payer slipping is flagged earlier. Disputed invoices are excluded from aging.
Detection parameters
Day thresholds used to age open receivables.
How far past terms a customer must be before a finding is raised.
How often this audit runs against the connected ledger.