You send the email
Kept records the reminder and the follow-up. It does not send the email itself. A person sends it outside Kept.
Getting paid
Show customers clearly what they owe
Your customer’s finance team needs a statement it can check against its own records. Your follow-ups should leave a record too, not disappear into someone’s inbox.
01
A statement of account
Give the customer a statement of its invoices, payments and the balance still owed. Their finance team can then check it against their own records.
02
You set the reminder steps
Set the order of reminders that suits the way you work, instead of one fixed schedule for every customer.
03
Keep a record of the follow-up
Note when you chased a customer and what is still owed. It sits next to their account and payment history.
Keep reading
Where to next
Stop typing in receipts. Start checking them.
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