Start with a Receivables Review.

What we discuss

The Review focuses on how your receivables operation works today rather than examining individual customer accounts.

We'll discuss areas such as:

Your receivables position

The approximate number of customers you invoice, your invoice volumes and the general scale of your outstanding receivables.

Your current process

Who currently manages invoice follow-up, how consistently it happens and where internal capacity may be limited.

What is delaying payment

We'll understand the types of issues that commonly delay payment — such as documentation blockers, invoice queries, internal approval delays, missed payment promises, disputes, payment plans or actions required from your team.

The workload involved

Some receivables need routine follow-up. Others require individual investigation, coordination or repeated action before they can move towards payment.

Customer relationships

We'll understand any important commercial relationships or sensitivities that may affect how customer contact should be handled.

What you don’t need to provide

The initial Review is designed to begin without unnecessary customer or invoice-level information.

You don't need to provide:

• your debtor ledger
• customer names
• individual invoice details
• copies of invoices
• customer correspondence
• supporting account documents

At this stage, approximate business-level information is enough.

If you proceed with Dutycrest, the information required for onboarding and live service delivery will be dealt with separately.

How the Review works

Understand your operation

We discuss your receivables operation, current credit-control process and the issues that tend to require attention.

Consider service fit

We consider the four factors used to determine the appropriate Dutycrest service:

Active customer accounts · Monthly invoice volume · Concurrent active resolution cases · Case complexity and intensity

A clear suitability decision

If Dutycrest isn't suitable for your requirements, we'll tell you.

If it is suitable, we'll explain which of our Essential, Managed or Control services best fits your receivables operation and why.

Agree the next step

Completing a Receivables Review does not mean Dutycrest has begun managing your receivables.

If you decide to proceed, we move into the appropriate onboarding process before service begins.

Receivables are subject to acceptance.

A Receivables Review helps establish if Dutycrest and one of our services are a suitable fit for your business.

Before service begins, we also confirm that the receivables you want us to manage fall within the types of receivables Dutycrest accepts.