How to follow up on outstanding invoices

Dec 1, 2017 | Accounts

How to follow up

  1. Log into Nutcache. The logins are in Laspass
  2. Click on Reports on the left menu
  3. On right choose “Aged receivable by Invoice date”
  4. You will be able to see who is late 0-30 days, 31-60 days, 61-90 and 91 days+.
  5. Follow up by email: Send the client a PDF of the outstanding invoice. Use our email canned responses on drive.
  6. Phone the client the next day.Hello, [name]
    I just want to followup on your outstanding invoice. I sent an email reminder yesterday.
    If you already paid, please send us the date and proof of payment so we can just compare it with our records. It might be that we missed it.
    If not, when can we expect this payment?

 

See also How to check for outstanding balances

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