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Real essays, not marketing content. Based on the data we've collected building Mugavi and the conversations we've had with hundreds of small business owners.
RSS feedMany clients have overdue invoices and nobody chasing them. Here is how to scope it, price it and run it as a service, without becoming a collections agency.
Four copy-ready emails for a bookkeeper chasing a client's late invoices: a heads-up, a due-date note, a first overdue reminder and a firm one. With rules for when to send each.
Two different problems with two short processes: the invoice that never arrived, and the invoice the customer says is wrong. Includes wording you can copy.
A day-by-day checklist for the first week of an A/R follow-up service: access, customer list clean-up, the call with the client, the schedule, a dry run and the first report.
You set up automatic reminders and a customer is still late. Most of the time one of ten ordinary reasons is the cause. Here is how to check each one.
The report shows who owes you and how late. The columns are simple. What to do about each one is the part nobody explains.
A late fee only works if you are allowed to charge it and you actually apply it. A short guide to both, including the UK rules.
If a customer has several overdue invoices, a fifth reminder about one of them is the wrong email. A statement shows everything at once.
QuickBooks emails customers who open an unpaid invoice a "Finish your payment" note you cannot turn off. What is known as of October 2026, and what to do.
QuickBooks and Xero handle one business's own reminders. HighRadius is $3K/mo. Gaviti, Growfin, Chaser skip the long tail. Here's the gap we're building to close.
A practical guide for owners. Why weighted aging beats straight-line forecasts. And when to ignore your bookkeeper's spreadsheet.
Patterns from what typically works in dunning emails, and what to avoid. Illustrative benchmarks, not a Mugavi-run study.
A field-tested playbook for cutting days-sales-outstanding. No enterprise software, no consultants. Just 5 things you can do this quarter to get paid faster.
Late invoices cost the average 10-person service business $17,500 in cash plus another $4,000+ in hidden costs. The full breakdown, with sources, and the 4 actions that actually move the number.
Most "final notices" are too long, too legal, and too late. Here's the 4-paragraph structure that gets paid within 7 days, and 4 templates you can copy.
A customer pays, the money lands in QuickBooks, and the invoice still shows as open. Where those payments hide, how to find them, and why a reminder tool needs to know.
A short close routine for each client book that makes the receivables number trustworthy, so the chasing that follows is chasing real debts.
There comes a point where another reminder is wasted effort. How to decide, how to tell the client, and what a bookkeeper needs to ask before touching the books.
How a bookkeeping practice can roll out reminders across ten client books without sending a wrong email, starting with one book and a clear checklist for when to add the next.
Clear terms on the invoice do half of the chasing for you. What to put on a UK invoice so a customer cannot say they did not know when or how to pay.
Large companies pay through accounts payable teams, not the person who hired you. How to find the right contact, avoid the portal trap and keep a paper trail.
A client has forty overdue invoices and you have an afternoon. A simple way to sort the A/R Aging Summary so the first reminders go to the invoices most likely to turn into cash.
A promised date is the most useful thing a customer can tell you, and the first thing a reminder schedule ignores. How to record it, hold your reminders and know when to follow up.
A customer pays half and the invoice stays open. If the next reminder quotes the full amount, you have just told them you did not notice. How to chase what is actually owed.
A client moves to another bookkeeper or takes it in-house. What to do with the reminders you were running, the access you hold and the data you pulled from their books.
A reminder to the wrong legal entity gets ignored, and a reminder to a dissolved company gets nothing. A short check on the registered name and status before the first chase.
A customer says they paid on the due date. Whether that is on time depends on how they paid and what day it was. A short guide to the dates before you send a reminder.
Late payment charges only stick if you agreed them first. How to set the terms, what the UK statutory interest and fixed sums are, wording for the invoice and the reminder, when to waive, and how to collect.
QuickBooks now queues AI drafted overdue reminders for review. What a bookkeeper with ten client books still decides, plus a weekly routine to run today.
A weekly credit control routine for UK bookkeepers chasing for several clients: aged debtors, statements, reminders, holds, promises and late interest.
What Xero's own invoice reminders do, the settings to check in every client organisation, how to stop reminders for one customer or invoice, and where the setup stops when you look after many.
Can one customer get a gentler schedule, or none at all, in QuickBooks Online? What Intuit's help pages describe for automatic reminders and workflows, and the workarounds bookkeepers use.
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