Overdue A/R payments

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Overdue A/R payments

 

When clients fall behind on payments, your cash flow is directly affected. If too many accounts become overdue, it becomes harder to meet your own obligations and keep operations running smoothly.

That’s why it’s important to know:

Who is overdue

How late they are

What follow-up has already been done

MLS 2026 provides the Overdue function to help you monitor and manage late accounts effectively.


Using the Overdue Screen

When you open the Overdue option, MLS 2026 displays a four-section window:

Account Summary

Displays:

Client name

Account number

Total balances


Notes

Shows all collection notes for the selected account.


Current Activity

Displays:

Recent charges

Payments

Open invoices


Overdue Accounts List

A list of all clients with overdue balances.

As you scroll through the list, the other sections update automatically

This allows you to review each account quickly and take action


Keeping Good Notes

Each time you contact a client, record:

Date

Time

What was discussed

What the client committed to

Example

4/12 – 10:15 AM – Called client. Said “the check is in the mail.” Will follow up in one week.

If the promised payment does not arrive:

Follow up again

Ask the client to verify or replace the payment


Why Notes Matter

Good notes:

Prevent misunderstandings

Provide a clear history of communication

Support consistent follow-up

Help resolve disputes

The Notes field supports full word-processing features (see General Concepts).

⚠️ Always select OK to save your notes.


Practical Tip

Using a telephone headset makes this process much easier:

Talk and type at the same time

Record accurate notes during the call


Why Weekly Follow-Up Matters

Review overdue accounts at least once per week.

Consistent follow-up:

Keeps payments coming in

Reduces the chance of accounts becoming seriously delinquent

Maintains better client relationships

Prevents unexpected cash flow problems


Best Practice

Be:

Consistent — follow up regularly

Professional — keep communication clear and respectful

Persistent — don’t let accounts drift without action

Friendly, steady follow-up is one of the most effective tools you have for keeping Accounts Receivable under control.