Credit Control Software & Managed Services

How we work with you

Two ways to work with RS&O

You do not need to operate the software yourself. RS&O can support your existing team through structured workflows, or manage your credit control entirely on your behalf.

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Software Platform

Use the RS&O platform

Give your existing accounts or credit-control team a clear daily workflow. The system shows which customers need attention, what action should happen next and which payment promises or risk changes require follow-up. Your team stays in control — RS&O organises the workload.

Automated reminders and communications
Structured daily and weekly work plans
Risk monitoring alerts
Complete communication history
Legal escalation tracking

Explore the Features →

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Managed Service

Let RS&O manage it for you

RS&O can act as an extension of your accounts team. We manage reminders, emails, SMS, telephone calls, payment promises, difficult accounts and escalation activity on your behalf — keeping you informed throughout.

Full ledger management
Customer contact and follow-up
Payment promise monitoring
Difficult account resolution
Small-claims preparation and administration

Explore Managed Credit Control →

Not sure which option suits your business? We can discuss your current process and recommend the most practical approach — with no obligation.

No disruption to what you already use

Keep the systems you already use

RS&O does not replace your accounting software, ERP or credit-control team. Customer and transaction data is imported into the RS&O platform, where specialist credit-control workflows, risk monitoring and communication management are added around your existing processes.

RS&O is not accounting software. It does not process invoices, manage supplier payments or replace Sage, Xero, QuickBooks or your existing ERP system. It provides a structured credit-control layer that sits alongside those tools and improves how overdue accounts and customer communications are managed.

Sage Xero QuickBooks Excel Bespoke ERP

Platform capabilities

Everything a credit-control team needs, organised clearly.

The RS&O platform gives credit controllers a structured daily workflow and gives managers complete visibility of progress and outstanding balances.

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Structured Work Plans

Automated daily and weekly work plans show exactly which customers need attention, in what priority order, and what action should happen next — without manual preparation.

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Automated Email & SMS

Scheduled reminders and follow-up communications are prepared and sent automatically, freeing your team from repetitive administration and ensuring consistent timing.

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Call Scheduling & Notes

Scheduled calls are surfaced in the daily plan. Outcomes, payment promises and follow-up instructions are recorded against the customer record for full accountability.

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Aged Debt Visibility

Clear aged-debt analysis and customer-level balance summaries give managers and credit controllers immediate visibility of the ledger without manual reporting.

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Payment Promise Tracking

Agreed payment dates are recorded and automatically flagged when missed, so no promise goes unnoticed and follow-up happens at the right time.

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Letter Generation

Professional credit-control letters and legal-stage letters can be generated, printed and dispatched with a complete postal workflow and audit trail.

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Legal Escalation Support

Structured tracking of legal-process stages, including small-claims preparation, court-ready documentation and mediation support when standard credit-control activity is exhausted.

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Data Quality Alerts

The platform highlights missing email addresses, outdated contact details, overdue credit checks and incomplete company information that may affect communication or future recovery.

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Complete Audit Trail

Every email, SMS, call, letter, note and promise is logged against the customer record — creating a court-ready audit trail and supporting internal accountability.

Early warning system

Know when a customer’s risk profile changes

Credit monitoring is provided through a leading commercial credit information provider, giving you earlier visibility of changes that may justify a review of credit terms, outstanding balances or account status.

Credit limit reductions and score deterioration
County Court Judgements and adverse filing alerts
Director changes and significant corporate events
Portfolio-level risk change summary
Alerts integrated into the credit-control workflow

Complete account history

Every communication in one place

A complete account history including all emails, SMS, letters, calls, dates, statuses and notes is maintained against every customer record. This supports dispute resolution, internal accountability and potential future legal action.

📧 Email History

💬 SMS Logs

📞 Call Records

✉️ Letter Tracking

📝 Notes & Comments

⚖️ Audit Trail

Who we work with

Built for UK B2B suppliers offering customer credit

RS&O is designed for businesses that supply goods or services on credit to other businesses — where managing overdue accounts and maintaining customer relationships is a daily commercial priority.

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Food & Hospitality Suppliers

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Wholesale & Distribution

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Builders’ Merchants

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Electrical & Trade Suppliers

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Manufacturing

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Transport & Logistics

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Print & Media

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Engineering & Technical Services

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Professional Services

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Technology & Software

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Healthcare Services

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Training & Education

Client experience

What RS&O clients say

Managed Credit Control

RS&O has taken responsibility for managing our complete customer ledger and now works as an extension of our accounts team. Rob manages the day-to-day credit-control process, including monitoring outstanding invoices, contacting customers before and after payment is due, sending emails and text messages, making telephone calls, recording payment promises and following up when commitments are missed.

What has been particularly valuable is the consistency and visibility the service provides. Every account is reviewed, every action is recorded, and difficult or unresolved matters are moved forward rather than being left to drift.

Collections & Credit Monitoring

RS&O supports Tezelec with the collection of overdue customer accounts and the ongoing monitoring of customer credit risk. When an account remains unpaid, RS&O takes responsibility for contacting the customer, progressing the matter and keeping us informed until it is resolved or requires further escalation.

The combination of experienced collections support and ongoing monitoring gives us greater visibility of risk and reassurance that overdue accounts are being actively managed.

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Collect money faster.
Work more consistently.
Protect your cash flow.