The collections worklist

A prioritized queue of who to chase, not an aging report sorted by date.

Sales → Collections.

An aging report tells you what is old. A worklist tells you what to do next.

Priority rises with the size of the balance and how overdue it is, and with the customer's history of paying late. The biggest, oldest debt from a habitually late payer sits at the top.

What gets parked rather than chased:

• Anything disputed — chasing a disputed invoice damages the relationship and achieves nothing until the dispute is settled.
• Anything under an unbroken promise to pay — they have already told you when it is coming.

Parked items are shown separately, not hidden.

Per row you see: days overdue, the balance, how much of it is actually chaseable (balance less disputed), any promise, the customer's average days late, and whether they are on credit hold.