Owner
U
UntitledVerification
Verified
Department
Credit
Type
Standard Procedure
Use Cases
TEW Connecticut
Include Step-by-Step Instructions below
Step-By-Step Instructions
- Customers are sent Reminders the day before an invoice is due. It is CT credits responsibility to save the list that populates in Zeta Docs in an email and note the header as Invoices due ___ reportable on ___ (CT has 10-day grace period) Send to CT credit so if someone is out then the person stepping in can pick up where we left off.
- Customers for the most part pay the invoices once the reminders are sent. In the event that they don’t please follow up on the 35 day. Include the sales rep as well so they can help us collect.
- The day of reporting please reach out to the sales reps so they can either help us collect or they know the next step is putting their customer on COD. 9/10 times when we teams or call the rep, they either go get the check or let you know a day they can go pick it up. CT Credit must make a note the customer card under Credit Mgt. so everyone on the team is aware of what is transpiring.
- If a customer fails to pay the sales rep is our first line of defense as we would not want to tarnish a relationship that they have built with the customer. If a rep does not answer, please reach out to Caitlin as she oversees CT.
- Any customer going forward that does not pay it is CT Credits responsibility to report the invoice. Thank You.
