An unpaid invoice is chased, the customer pays and access comes back
Who is involved
| Role | What they do |
|---|---|
| Subscriptions manager | Is told the invoice is overdue and follows up with the customer. |
| Accountant | Records the payment when it arrives. |
Step by step
- Subscriptions manager
Has set the overdue steps: remind at 1 and 7 days, past due at 14, suspend licences at 21, cancel at 30.
What they see:The ladder saved in Settings, Overdue payments.
- Subscriptions manager
Receives the reminder once the due date has passed.
What they see:A notice naming the customer, invoice, amount and days overdue.
- Subscriptions manager
Chases the customer by phone or message.
What they see:The customer promises to pay.
- Subscriptions manager
Sees the subscription marked past due at 14 days and the licence suspended at 21.
What they see:The licence page says it was suspended by the overdue steps and will switch itself back on when the invoice is paid.
- Accountant
Records the customer's payment in Accounting.
What they see:The receivable is paid.
- Subscriptions manager
Opens the subscription.
What they see:Active again, the invoice paid and the licence switched back on.
Who is told what
Overdue notices go to people who can change invoices, in the bell and by e-mail; a suspended licence is announced in the bell to people who manage licences.
Related
- Subscriptions & Licensing
- Accounting & E-Invoicing
- Billing raises an invoice, the accountant issues it, the payment settles it
- Only the administrator rotates the signing key; the manager keeps issuing licences
- The customer saves a card, the invoice is charged, the receipt lands in Accounting
- Subscription invoices are billed through accounting
- Subscription lines of a quote go to Subscriptions
- Team workflows