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cobrança de clientes inadimplentes

Preparing for Cobrança

Identify the list of clients who are in a state of non-payment or have outstanding dues.

Gather all relevant information about the clients, including contact details, outstanding amounts, and payment history.

Review the terms and conditions of the agreement or contract with the client to understand the agreed-upon payment terms.

Assess the internal policies and procedures for handling non-payment cases.

Determine the preferred method of communication for approaching clients regarding overdue payments.

Prepare a script or template for communication with clients about their outstanding dues.

Initial Communication

Initiate contact with the client through the preferred communication method (phone call, email, or letter).

Clearly communicate the purpose of the communication and the outstanding amount owed.

Provide a detailed breakdown of the overdue payments, including dates and invoice numbers.

Request immediate payment or propose a mutually agreed-upon payment plan.

Document the communication, including any promises or commitments made by the client.

Follow-up Communication

If the client does not respond or fails to make the payment as agreed upon, initiate follow-up communication.

Reinforce the urgency of the situation and the consequences of continued non-payment.

Offer alternative payment options or negotiate a revised payment plan if necessary.

Document all follow-up communication and update the client's record accordingly.

Escalation

If the client remains non-responsive or refuses to cooperate, escalate the matter to a senior management level.

Seek legal advice or involve the organization's legal team if necessary.

Evaluate the possibility of suspending services or taking legal action as a last resort.

Document all escalation steps taken and any legal actions initiated.

Resolution and Recovery

Monitor the progress of payment collection and regularly update the client's record.

Ensure that payments received are accurately recorded and applied to the outstanding amount.

Provide regular updates to relevant stakeholders within the organization regarding the status of the collection process.

Celebrate successful recovery and close the case once the outstanding amount is fully collected.

Note: This checklist serves as a general guideline and can be customized as per the specific requirements and policies of the software development organization.

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