Instead, assume that they either forgot the payment date, or got it confused. When a customer forgets to pay, your first thought shouldn’t be that they’re stealing from you. All it takes is a quick check to see if an invoice has been sent. All your client communication history - between them and every member of your CRM workspace - is recorded and surfaced. With a CRM system at the heart of your business, you’d avoid finding that out the hard, awkward way. ![]() It might be the case that somebody else asked for payment. I just want to check that you received our invoice for payment. “ We’ve got a few gremlins in the system on our end.“I’m just looking at our system and I can’t see that we actually sent you an invoice for the payement that was due on.“Just writing to make sure you received the invoice I sent you on, because I haven’t heard back from you…”.If you can’t find anything yourself - or if you’re not sure - it might be worth asking them whether they received the invoice. Re-asking for a payment that you’ve not already asked for doesn’t exactly scream professionalism. Make sure everything is correct on your end before you take your query to a customer. It might seem obvious, but you’ll look like such a dunce if you never actually sent the invoice, or if it’s stuck in your outbox. Check that the client actually received the invoice The following six must-haves and must-dos for your payment-chasing email are essential to secure your payment in a timely manner, whilst making sure you maintain a positive, withstanding brand-customer relationship. On the day of the payment, we remind our client that their payment is due.Ī day after the payment was due, we remind our sales rep via the Tasks feature that they need to follow up on that payment. The same happens again three days late - now we know our client definitely knows that they need to pay. At the same time, the relevant rep is reminded that this client needs to pay. When we’re waiting for our payment, we send a reminder to the client seven days before it’s due. From there, our workflow splits into three branches: Payment received, Waiting for payment, and Payment missed. Our workflow starts when a sales rep has completed a deal, and they move that deal into the Waiting for payment stage on our pipeline. It only took my tiny copywriter mind half an hour to whip up. ![]() Automatically remind your customers to pay their invoice remind your sales reps to ask, there’s no complicated coding required.Īll you need is a NetHunt CRM subscription, a good knowledge of your business workflows, and a customer that needs reminding to pay their outstanding invoice! It helps your sales, marketing, and support teams to automate those nitty-gritty jobs. Workflows by NetHunt CRM is an automatic workflow builder. This is how to remind a client to pay you after their invoice deadline has passed.Īutomate client-payment reminders with NetHunt CRM
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