Guide
A simple operating model for installment schedules, due dates, reminders, defaults, refunds, and reconciliation.
Every payment should have a reference, client, plot, allocation, date, amount, and method. This makes reconciliation possible when clients pay in stages.
A week-before reminder, a day-before reminder, and a default notice are usually enough. The tone should be helpful, not threatening.
When a client catches up, the default should be resolved with a timestamp and actor. This prevents old flags from distorting reports.
Turn this practice into a daily workflow for plots, clients, approvals, payments, audit records, and field verification.
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