Obtain confirmation of receipt
Posted: Sat Apr 19, 2025 5:22 am
After sending the invoice, check that the customer has received it. This way, you can resolve any delivery issues sooner, rather than discovering a problem close to or after the payment deadline.
To save time and avoid long email chains, use accounting software (with Pipedrive integrations whenever possible) that notifies you when recipients view invoices. If you haven't heard from them, a quick email reminder could motivate them to take action.
4. Know when to follow up (or have your accounting software do it automatically )
It's inevitable that at some point you'll need to follow up on a client's payment. This is never ideal, but there are ways to minimize disruptions and maintain good relationships.
Your accounting software should alert you when a payment deadline is approaching or passing so you can send a courtesy email reminder. There may even be a time-saving option that allows you to send reminders automatically.
Pipedrive integrates with Quickbooks, so you can see live statuses and get helpful updates without leaving the CRM interface .
Recommended reading
4 steps to improve your customer follow-up
5. Be honest about costs and payment terms
Customers should know what they will find on their bill before it arrives.
Discuss exact costs and payment terms when negotiating so your contact can get the necessary approval and prepare relevant colleagues for invoicing. Flexible payment terms can even help you close more deals, as they make it easier for buyers to adjust their budgets to complete transactions.
It's common to add between 1% and 1.5% of the past-due amount, either monthly or as a fixed fee. Make sure this is detailed in the original sales contract to avoid any disputes.
6. Offer a variety of payment options
The more convenient it is for your client to pay you, the faste r bc data india they'll do so. Offer different payment methods so clients can choose one that suits their processes.
You'll need the infrastructure to accept each payment method you offer, so consider what's feasible and cost-effective for your business.
Payment methods to consider include:
Credit and debit cards
Online payments (platforms such as PayPal, Payoneer, and Google Pay)
Bank transfers
Automatic payments (ideal for subscription services)
Discuss payment methods early in the sales process to find one that works for both parties.
To save time and avoid long email chains, use accounting software (with Pipedrive integrations whenever possible) that notifies you when recipients view invoices. If you haven't heard from them, a quick email reminder could motivate them to take action.
4. Know when to follow up (or have your accounting software do it automatically )
It's inevitable that at some point you'll need to follow up on a client's payment. This is never ideal, but there are ways to minimize disruptions and maintain good relationships.
Your accounting software should alert you when a payment deadline is approaching or passing so you can send a courtesy email reminder. There may even be a time-saving option that allows you to send reminders automatically.
Pipedrive integrates with Quickbooks, so you can see live statuses and get helpful updates without leaving the CRM interface .
Recommended reading
4 steps to improve your customer follow-up
5. Be honest about costs and payment terms
Customers should know what they will find on their bill before it arrives.
Discuss exact costs and payment terms when negotiating so your contact can get the necessary approval and prepare relevant colleagues for invoicing. Flexible payment terms can even help you close more deals, as they make it easier for buyers to adjust their budgets to complete transactions.
It's common to add between 1% and 1.5% of the past-due amount, either monthly or as a fixed fee. Make sure this is detailed in the original sales contract to avoid any disputes.
6. Offer a variety of payment options
The more convenient it is for your client to pay you, the faste r bc data india they'll do so. Offer different payment methods so clients can choose one that suits their processes.
You'll need the infrastructure to accept each payment method you offer, so consider what's feasible and cost-effective for your business.
Payment methods to consider include:
Credit and debit cards
Online payments (platforms such as PayPal, Payoneer, and Google Pay)
Bank transfers
Automatic payments (ideal for subscription services)
Discuss payment methods early in the sales process to find one that works for both parties.