Follow up overdue invoices with defined reminder stages.
Check the outstanding balance, set reminder stages and deadlines, and follow each case’s history. Pause a case while resolving a query and resume it afterwards; an escalation marker records its status without automatically handing it to a collection agency.
Start with the balance behind an overdue invoice
A missed due date does not explain why an invoice remains open. First review the balance and assigned payments, then open the relevant reminder case. Its stage, deadlines and history show where the process stands. You can decide whether the next step is appropriate or whether a payment needs clarification first. This requires current invoice and payment records. An unresolved bank transfer is a good reason to check: the reminder process should follow the actual outstanding amount, rather than a payment your office has simply not assigned yet.
Pause for clarification while keeping the case in view
For example, the invoice recipient queries which lessons a charge relates to. You can pause the active reminder case while reviewing the invoice and payment records. The case remains traceable through its history and can be resumed afterwards. Your team can return to the recorded case instead of reconstructing it from a separate reminder note. You still need to decide whether and when to continue. Pausing a case neither resolves a disagreement nor corrects the invoice; it provides a controlled point at which to carry out that review.
Choose the next stage deliberately
Once the balance has been checked and remains outstanding, review the configured stage and deadline before continuing or taking the next manual step. Optional sending rules require the relevant setup, which you discuss during Closed Beta onboarding. The case history keeps its handling visible. A payment reminder produced through this workflow is not a court-issued payment order. Marking a case for escalation also does not automatically transfer it to a collection agency. Further action requires a separate decision and handover, rather than being completed by that status change.
Frequently asked questions
Can I pause a case while reviewing a query?
Yes. Active reminder cases can be paused and resumed later. Use that time to review the invoice and payment assignment; pausing does not itself change the outstanding amount.
Does this reminder workflow start court proceedings?
No. This workflow manages the school’s payment reminders and overdue cases. It does not apply for a court order. An escalation marker records the handling status rather than taking legal action.
How do we get access?
Driving school management is in closed beta. Apply with your school; scope, setup and admission are discussed. No immediate access.
Help shape the management beta.
We discuss scope, setup and conditions before arranging participation. Applying does not activate access.