Identify the contracting party

Keep the agreement, purchase order and invoicing details together. Record the exact legal name of the party that contracted with you and identify any difference between that entity and the name used in day-to-day correspondence.

Prepare a statement showing invoices, due dates, payments, credits and the balance claimed.

Reconcile the balance

Prepare a statement showing invoices, due dates, payments, credits and the balance claimed. Separate an agreed amount from a disputed item rather than treating the whole account as one undifferentiated debt.

Preserve the complete correspondence

Keep the original messages and attachments, including objections, payment promises and acknowledgments. A selected screenshot may omit the context needed to understand what was agreed or disputed.

Choose the next step on the evidence

Bring the file to the initial assessment. The available demand, court and enforcement steps depend on the claim and documents. Do not assume a particular route or recovery outcome merely because an invoice is overdue.

Bring the documents and the facts to the team. Advice on your matter depends on its particular circumstances.

Prepare for a Discussion
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