How to follow up for overage invoices with the clients via ticket & email
- Refer to the monthly invoice data sheet.
- Search for the customer.
- Go to the client profile ->Go to invoices & download the unpaid invoice
- Open a new email to the client by copying the registered email address from the client profile.
- Add subject ‘5centsCDN Overdue Invoice’
- Copy the template from the sheet and edit it according to the client.
- A total of 3 follow-ups for the invoice via email should be done.