How to chase a late payer
Check the account, remind politely, then follow the steps. Learn the order of a credit control routine and what to write down.
Task 1Check before you chase3 questions
A customer may have a good reason for not paying. Check the account before you chase, or you may ask for money that is not owed.
- Has a payment arrived that is not yet matched to the account?
- Has a credit note been promised and not yet sent?
- Has the customer queried the invoice?
A disputed invoice is not chased until the query is settled. Pass the query to someone who can settle it.
Task 2The steps, in order4 questions
Task 3Keep a record3 questions