How to Send Reminders and Add Late Fees for NSC Unpaid Invoices
Nov 08, 2021
6
On a daily basis, the Bookkeeper will check the Unpaid Invoices report in InfusionSoft.
- Unpaid "API orders"
- First, you will need to determine if the API Order is for a new or existing client.
- You will click into the order and if you do NOT see an item called "Free 1st Month Coaching", then the order is for an existing client.
- Once you have determined that the order is for an existing client, you will want to follow the process for resending the invoice via email and progressing to applying a late fee (based off of how overdue the invoice is).
- Unpaid Coaching Fees
- Unpaid New Program Client "first orders"
- First, you will need to determine if the API Order is for a new client or not.
- To do this,
