EntApps Review: 21.02.04 Collection Process
🎓 Main topic
Debt collection process.
⏱ Estimated presentation time
- Overview of the Collections process (current and future state): 10 minutes.
- Quick demo on what has been configured: 10 minutes.
- How the V1 of this project has been organized: 10 minutes.
🔖 Overview of the topic
Currently, GitLab doesn't have a central system to track and manage the collection process. Zuora Billing generates automatic payment reminders up until 45 days after invoice issuance. However, reminders about due dates and overdue invoices are manually sent to the customer by the Billing Specialists. Because we don’t have a recovery company, after 150 days there is no actual process to recover the money from the customer.
📚 Presentation Materials
- Lucidchart diagram here.
- Project Epic here.
- Handbook Cash Collection process here.
- WIP Zuora Collect guide here