Customer follow-up refers to all actions taken to recover unpaid receivables. A structured and automated follow-up process reduces the average collection period (DSO) and preserves the company's cash flow.

Follow-up Levels

1. Preventive reminder: Notification a few days before the due date.
2. First follow-up: Friendly reminder just after the due date has passed.
3. Second follow-up: Firmer tone with mention of late payment penalties.
4. Formal notice: Official letter before legal action or external collection.

The follow-up module of GestiumERP automatically manages follow-up scenarios by email and generates the necessary correspondence. Also read our article on using customer data.