Xero emails the client automatically: due in 3 days · 1 day · 7 days overdue · 14 days overdue · 28 days overdue. No staff action needed.
✓ Automatic — Xero handles thisClient not responding to Xero emails, or has no email on record. Generate here and send by post and email. This runs alongside Xero, not instead of it.
↓ Generate hereNo response to first postal within 7–10 days. Final written warning before escalating to Dean.
↓ Generate hereRaise for Dean before any LBA is issued. Summarise all contact attempts and recommend next action.
↓ Generate here — Dean to reviewDean signs and authorises — staff can then send. 14-day deadline. Auto-calculates statutory interest. Letterhead locked to Dean Ainslie.
Dean signs & authorises · Staff sendLBA deadline passed with no response: County Court claim (up to £10k, no solicitor needed), debt agency, or solicitor. Dean decides — staff can action.
Dean decides · Staff can actionFill in the details on the left