Office Resources
Submitting Past-Due Invoices to Collections
When to Submit to Collections:
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Invoices are eligible for collections once they are 30+ days past due.
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Sales / Customer Service is responsible for weekly follow-ups until the 30-day mark.
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If payment is not received by Day 30, the account should be submitted to collections.
Step-by-Step Instructions:
1. Pull the Invoice Report:
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Go to MaidCentral > Reports > Invoice Detail Report
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Sort by Invoice Date
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Identify any invoices that are 30+ days past due
- Double check with Sales/CS that they did try and collect this invoice within the last 30 days.
2. Gather the Required Documents:
Collect and save the following documents for each customer:
| Document | Where to Find It | Save As |
|---|---|---|
| Assignment of Accounts Form | Fill out manually. Save as PDF. Here is the FORM. | CustomerFirstLast-AssignmentOfAccounts.pdf |
| Signed Agreement | Usually found in GoHighLevel (GHL) or Jotform for older clients GHL Contracts Link – Click on Completed, search by customer name |
CustomerFirstLast-agreement.pdf |
| Invoice | From MaidCentral (MC) | CustomerFirstLast-invoice.pdf |
| Proof of Service (Time Clock Screenshot) | In MC, go to the customer profile Use the mini calendar on the left to locate the serviced date Take a screenshot of the time clock section |
CustomerFirstLast-proofofservice.png |
