Chase an unpaid invoice

Most unpaid invoices are not disputes. They are invoices nobody chased, because chasing is unpleasant and easy to postpone.

Step by step

1. Open CRM → Sales → Invoices and filter to overdue. This is the list that matters.
2. Send a reminder from the invoice. The customer receives it with the invoice attached again, so they do not have to look for it.
3. Set up automatic reminders once, and they go out on their own at the intervals you choose — typically a first, a second and a final one.
4. Record any partial payment straight away, so the next reminder shows the correct remaining amount.
5. Stop the reminders on an invoice you are handling personally, rather than letting a customer receive both a call and an automated demand.

What the customer sees

• The invoice and its status in their portal.
• A push notification under Invoices and quotes if they are connected, for a new invoice, a payment reminder or a new quote.

Keeping the tone right

A reminder that arrives before the due date is a service; one that arrives three months late is an accusation. Setting the schedule once, and letting it run, keeps it in the first category.