A practical receivables follow-up workflow
From Excel statement to tracked receivables follow up.
AfricaBill starts with a regular statement of outstanding customer balances. Whatever accounting software or ERP system you use, your team sends the statement in Excel format to your account manager, who takes the follow-up actions and tracks progress in a CRM system shared with you on a recurring basis.
HOW IT WORKS
A clear operating rhythm built around your existing systems.
You do not need to change commercial software, accounting tools or ERP systems. AfricaBill works from the statement your team already prepares, provided in a structured Excel format.
01
Prepare the statement
Your team prepares a statement of outstanding customer balances on a regular basis, with cadence adapted to your receivables volume.
02
Send it in Excel
Regardless of your commercial software or ERP system, the working file is sent to the AfricaBill account manager in Excel format.
03
Account manager review
The account manager reviews the statement, identifies priorities and prepares the actions required for each outstanding balance.
04
Follow-up actions
AfricaBill takes the necessary follow-up actions, records responses, tracks payment promises and monitors accounts requiring further attention.
05
CRM progress sharing
Progress is tracked in a CRM system and shared with the client on a recurring basis, creating visibility over outstanding receivables.
REGULAR SUBMISSION RHYTHM
The right cadence depends on your invoice volume.
Sending a statement of outstanding customer balances must be done on a regular basis. The practical frequency depends on your receivables volume, invoice flow and internal credit-control rhythm.
Works with your existing software
AfricaBill does not require a change of accounting software, commercial software or ERP system. The operational bridge is the Excel statement sent to the account manager.
Excel
ERP agnostic
CRM tracked
CRM VISIBILITY
Follow-up progress is tracked, structured and shared.
The account manager tracks actions and outcomes in a CRM system. On a recurring basis, the client receives visibility over invoice status, follow-up actions, buyer responses, payment promises and accounts requiring escalation recommendations.
Shared CRM report
Recurring
Invoice status updates
Updated
Payment promises
Tracked
Escalation recommendations
Flagged
EXPERTISE BEFORE SOFTWARE
Why AfricaBill did not start as a SaaS platform.
We did not start with a SaaS solution precisely so that future SaaS features and reporting can be adapted to the specific needs of each client. At this stage, AfricaBill is selling expertise in debt recovery and accounts receivable management rather than the technology itself.
What clients receive now
✓ Receivables follow-up expertise
✓ Debt recovery judgment
✓ Account manager ownership
✓ Reporting that can evolve with client needs
Technology will support the workflow; it does not replace the commercial judgment behind it.
Want to define the right follow-up rhythm for your receivables?
Share your invoice flow and AfricaBill can help structure a practical statement submission, follow-up and CRM reporting process around your existing systems.