Collections
A clear follow-up on outstanding balances.
Organize invoice reminders around the balance, client conversation and next follow-up. Review the wording and recipient before any reminder is sent.
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Prepare a considerate follow-up on the outstanding invoice.
AM
Invoice AZ-1043 · Follow-up
Hello Alex, a balance of $125 remains on invoice AZ-1043. You can review the invoice and payment options in your client portal.
Original invoice
Legal services · CAD
$375Receipt recorded
Partial payment allocated
−$250Remaining balance
Linked to the reminder and client portal
$125