Again, we stress the importance of the follow-up call after your account receivables staff or invoice automation software sends the invoice to make sure it went to the right person.
We’ve discussed automated emails as part of your invoice collection strategy to politely remind your client a week before the payment is due. However, logging the calls is one of those things your staff should do, but don’t always remember. Every once in a while logging the details of your reminder calls can cover your rear in a pinch.
Invoice chasing is one of those delicate arts. It’s a balancing act between being polite and respectful to your clients, and pointing out that they owe you money and it was due yesterday. Most people feel bad about being late for anything, whether it’s 10 minutes late to a meeting or 10 days late on a payment. Most people are honest and generally good about it. But every once in a while, there is that problem client who says things that you both know are outrageous. The best way to deal with it, aside from not renewing their contract, is carefully logging every reminder email and every call. Calling someone out is rude and we are not advocating that, just polite persistence. It’s simply wise to keep yourself covered should it come to a worst case scenario of sending it to collections.