Late Payer Triage Decision Tree
Decide how to treat each overdue account.
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Help me triage overdue invoices. Overdue list (customer, amount, days late, history, relationship value): [OVERDUE_LIST]. My cash position: [CASH_POSITION]. Options I am willing to use: [AVAILABLE_ACTIONS]. For each invoice, walk this tree and show your path: 1. Is the invoice disputed? IF yes THEN resolve the dispute first; list the question to ask. 2. Is the customer a usually-prompt payer? IF yes THEN a personal call, assuming an oversight. 3. Is there a pattern of lateness? IF yes THEN move to stricter terms (deposit, shorter terms) and a payment plan offer. 4. Is the amount large relative to my cash? IF yes THEN escalate sooner and pause new work. 5. Past 60 days with no response? THEN consider a formal demand letter and professional advice. Return a table: Customer | Amount | Path taken | Recommended action this week | Message to send (40 words) | Next review date. Add a payment plan template (instalments, dates, consequence of missing one) and a summary of cash expected under three scenarios with the arithmetic. Legal steps depend on [JURISDICTION]; flag them [VERIFY with a lawyer]. Do not invent customer facts.
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