FOLLOW UP INVOICE / STATEMENT / CREDIT NOTE REQUESTS

FOLLOW UP INVOICE / STATEMENT / CREDIT NOTE REQUESTS

FOLLOWING UP INVOICE / STATEMENT / CREDIT NOTE REQUESTS



Go through tickets in Zendesk, and check PENDING tickets - those you are waiting a reply for.


Check the date the last request was sent. We follow up requests every other day. If the last request was sent two days ago, re-send the request and change the due date to two days from the current day.


We follow up via tickets/emails three times. If we still haven't received our request, push the ticket to AP / AR Manager, put an internal note asking them to follow up the request by giving them a call.


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