The steps

1. It has its own tab, and the badge on it counts the issues waiting for you.
2. The big number is what has actually been paid to you this month.
3. Under it: what is still projected to come in, what is overdue, and how many policies paid.
4. Last month, this month and next sit side by side. Tap one to switch.
5. Activity lists every payment by day. Filter it to what is overdue, projected, money in, or money out.
6. Issues is money that needs a nudge: a payment that did not arrive, or one that was taken back.
7. Do next puts the one client to call first at the top.
8. Open one to see the deadline, and every payment seen on that policy.
9. After you call, record what happened: could not reach them, needs a follow-up, they already paid, or lost.