Offer Multiple Payment Methods
Offering a variety of payment options is beneficial. Credit, for example, is an excellent solution – far better than using checks. It's possibly the most convenient for the customer, as the payment is made on a fixed and pre-known date, and installment payments are an option.
Maintain an Organized Customer Ledger
It's advisable to keep a structured and organized record, including the customer's details, phone number, business or company number, agreed payment date, payment amount, and the method of payment. This way, you can efficiently track customer payments and update when a payment is made.
Document and Keep Relevant Documents
It's essential to document in real-time and keep every relevant document related to your interaction with the customer: including work contracts, receipts, invoices, delivery certificates, payment agreements, and any work-related summaries. This gives you evidence for every action and transaction between you and the customer.
Enable Payment via a Payment Page
This way, the customer receives a personal link without having to provide credit card details to you. It's a convenient solution, easy to operate, and ensures confidentiality and privacy, making the payment process psychologically simpler.
Don’t Forget and Don’t Hesitate to Remind the Customer to Pay
Of course, this should be done in a pleasant and respectful manner, for example, through a pre-written WhatsApp message, sending an invoice by email, or another automated method that saves you time and future discomfort. If there's still no response, proceed with a phone reminder, either through a call or a voicemail.
Always Maintain Politeness, Relevance, and Correctness
Document when you contacted the customer and give them time to get back to you and pay. You can gently inquire when the payment can be made. From our experience, a pleasant and correct approach is more effective than an aggressive and bothersome one.
