Customer: _____________________________ Account__________________
1st Collections Call
You may have forgotten that your payment was due on _____________________.
Your account is _________ days overdue.
If you can get the payment to us by _________, I can waive the late fee for this month.
When will you be able to pay the account in full? ________________________
Can you make a partial payment of ___________ by __________________________?
Called by: ________________________ Date: ___________ Time: ________________
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2nd Collections Call
We called you on _____ and you agreed to pay $________ by ___/___/___.
We have not received that payment.
Your payment was due on __________ and your account is _______ days overdue and you are accruing late fees.
When will we receive payment? _______________________________
Called by: ________________________ Date: ___________ Time: ________________
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3rd Collections Call
Your payment was due on _______.
Your account is _____ days overdue and you are accruing late fees.
When will you be able to pay the account?________________________________
If not paid in full by that date your account will be suspended and [enter the next step in your formal collections process: referred to a collection agent/filed in small claims court/etc.].
Called by: ________________________ Date: ___________ Time: ________________
Instructions:
1st Collections Call
After getting customer’s commitment to pay by a specific date, file this for follow-up on the day after that date. If payment is received, file this form in the customer’s permanent file.
If payment is not received, make 2nd Collections Call.
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2nd Collections Call
After getting customer’s commitment to pay by a specific date, file this for follow-up on the day after that date. If payment is received, file this form in the customer’s permanent file.
If payment is not received, make 3rd Collections Call.
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3rd Collections Call
After getting customer’s commitment to pay by a specific date, file this for follow-up on the day after that date. If payment is received, file this form in the customer’s permanent file.
If payment is not received, route customer’s file to Manager for formal action.
