The payoff
Less chasing. More purposeful collections.
Every collector touch should land on the receivables most likely to move cash forward — not the accounts that would have paid anyway.
Receivables recipes / Prioritize at-risk accounts
Reduce DSO by prioritizing at-risk accounts
Without clear priorities, collectors spend time chasing accounts that are likely to pay anyway, while the 5–10% that need early intervention can slip through. Prioritize the accounts that need attention first and act before they drive up DSO.
What changes for the team
Reduce DSO
by prioritizing collection efforts on the accounts that need attention first
See the full picture
of collections and where revenue is currently stuck
Improve cash flow
by acting sooner on high-value and overdue receivables
Turn account signals into action.
STEP 01
Start with the Receivables Overview
Use the Receivables Overview to get the big picture first. Look at your total outstanding receivables and separate what is currently due from what is already overdue. This gives the team a baseline for how much cash is sitting in AR and where collection pressure is building.
Receivables OverviewUSD
Total outstanding
$42.0M
→ Start with the overdue balance
STEP 02
Find the invoices that need attention
Drill into the receivables that make up your outstanding balance. Start with overdue invoices, then look at the value and age of those invoices to identify where delayed collection could have the biggest impact.
Collector QueueOverdue only
Where to focus
CustomerOverdue valueOldest age
Northstar Retail$434,00046 days
Atlas Services$336,00032 days
Meridian Logistics$245,00075 days
STEP 03
Prioritize high-value overdue accounts
Don’t treat every overdue invoice equally. Surface accounts where there is more cash at risk, particularly high-value invoices that have already passed their due date. These should become the first accounts collectors work on.
Collector Queue2 open tasks
Start Your Day
TasksHere’s what needs attention today.
Work Northstar Labs first
STEP 04
Open the customer view before reaching out
Before sending a reminder, look at the customer’s broader context. The AR 360 view brings invoices, payments, credit notes, and conversations together so collectors don’t have to hunt across multiple places to understand what’s happening with an account.
Customer viewAccount context
Northstar Labs
$42,000 Overdue
“We need the billing issue resolved before we can release payment.” Customer reply
Before sending another reminderReview the billing issue
STEP 05
Take the next action
Once the collector understands the account, take the appropriate next step: follow up, resolve an issue, involve the right owner, or continue monitoring.
The goal is not simply to increase collector activity. It’s to make sure every collector touch is directed at the receivables most likely to move cash forward.
Next actionAccount context → action
Make the right next move
Account signalBilling issue
Next actionResolve an issue
✓ Involve the billing owner—not another reminder
Decision guide
Your collection priority cheat sheet
Use a simple hierarchy so collectors don’t have to make the prioritization decision from scratch every morning.
Account signal
High-value + overdue
What it means
More cash is immediately at risk
Next collection action
Act first
Keep every collection touch purposeful.
High-value overdue invoices and aging balances deserve the first hour of the day. Low-value current accounts can stay in the normal workflow.
Payments, credit notes, and the latest conversation can change the right next step — even on a high-value overdue account.
A billing issue needs an owner, not another reminder. Payment in progress needs verification, not escalation.
If payment is received or in progress, confirm status before following up so collectors don’t create unnecessary friction.
Start building
Make every collection touch more purposeful
Chargebee Receivables surfaces high-value overdue accounts first — so every collector action moves cash forward.