A practical overview
Recovery advisory addresses what happens before and after an invoice becomes overdue: credit terms, delivery evidence, ownership, escalation, and reporting.
An effective policy is not simply the strictest; it fits the sales cycle and sector and defines who does what, when, and with which record.
What the service covers
Credit policy
Account opening, limits, approvals, and review.
Collection cycle
Clear timing from pre-due reminders through referral.
Document governance
Connecting contract, delivery, invoice, and correspondence.
Receivables reporting
Visibility into aging, concentration, disputes, and promises.
Step-by-step approach
- 01
Assessment and verification
We review the claim basis, parties, balance, and records, identifying strengths and gaps.
- 02
Strategy design
We select channels, timing, authority, and escalation according to the client's objective and debtor profile.
- 03
Documented engagement
We present the claim clearly and professionally, recording responses, disputes, and commitments without unlawful pressure.
- 04
Negotiation and follow-up
We test full payment, settlement, or a measurable payment plan within agreed authority.
- 05
Escalation and closure
Where required, we coordinate referral to licensed specialists and document payment or outcome in a closure report.
What supports a structured assessment
Claim summary
Parties, value, currency, due date, and engagement objective.
Debt basis
Contract, purchase order, accepted quote, and relevant amendments.
Performance evidence
Invoices, delivery or service acceptance, account statement, and prior payments.
Communication record
Acknowledgements, objections, promises, and known decision owners.
Frequently asked questions
Is advisory useful for small companies?
Yes; a simple cycle with a few templates can work without a complex system.
Can it include team training?
The scope can include practical sessions for finance, sales, and management.
Does it replace collection?
It complements collection by improving future files; existing receivables need a separate plan.