UNPAID INVOICES - SENDING PAST DUE NOTIFICATIONS IN INFUSIONSOFT

Policy

1. All Virtual clients that have an invoice that is past the due date must be sent the correct notification.
2. Clients that are 48 hours past due will be sent a PAST DUE notification.
3. Clients that are 72 hours past due will be sent a ‘late payment fee’ and coach is to reach out.
4. Clients past 4 days need to be called, from there if no response issue passed to management.

Task