Double Check Details in Sending Invoices

Joshua Carrasco

Last edited 266 days ago by Joshua Carrasco

When you're sending invoices (either the first time or as a follow up) please make sure

1. the subj is correct (not FW19/20)

2. if you're following up on a deposit payment, please make sure to include the total amount and the deposit amount

3. please make sure to include payment link and offer the option of emailing cc details

4. I think the sentence "We'd like to confirm the receipt of your recent invoice and kindly request your prompt deposit payment" is a bit confusing. It sounds like we're confirming that we received the invoice but we're the ones who issued it and request payment.

5. no need for another follow up today but next time you're doing it please make sure to say something like "If you're planning to make the payment at a later date - please let us know, otherwise, unfortunately, at this point we'd have to cancel this order"

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