Following Up on Unpaid Invoices

Joshua Carrasco

Last edited 792 days ago by Joshua Carrasco.

Goal: To provide instructions for following up with customers who have outstanding unpaid invoices.

Context: This will ensure we receive payment or deposit confirmation before sending orders into production.

When to Use: When there are unpaid finalized invoices that are past due.

Instructions:

Identify unpaid invoices in Zoho Invoicing that are past due.

Email the outstanding invoice to the customer requesting payment confirmation.

For domestic accounts, call the customer contact directly to confirm receipt of invoice and payment status.

For international accounts:

Follow up via email requesting payment confirmation.

Do not call due to international charges.

If payment will be delayed, request credit card details to keep on file, to be charged when order is ready to ship.

Log any discussions and outcomes in Zoho CRM account notes.

Obtain confirmation and payment details before sending order to production.

References:

Zoho Invoicing: [

https://invoice.zoho.com/app/36083339⁠

]

Customer accounts: [link]

Additional Notes:

Contact Creative Director at OpenPhone with any issues.

Priority accounts for follow up are [list].

Please let me know if you would like me to modify or expand this draft SOP.

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