I hope you're doing well, nfjptransport.
Before sending your customers to a collections agency, make sure to send them a letter (or email reminder). This helps to document the delinquent payment.
You can use utilize the Reminder option to do this.
Here's how:
- Go to the Gear > Account and Settings.
- On the left panel, click the Sales tab.
- Go to the Reminders section and enable the Automatic invoice reminders feature.
- Set up the reminder and click Save then Done.
Here's a sample screenshot for a visual reference:
Once done, follow these steps to send the reminder to your customer:
- On the left panel, select Sales > Customers.
- Click the customer's name and find the invoice.
- Under the Action column, click the drop-down arrow next to the Receive payment link.
- Choose Send reminders.
- Check the email reminder and hit Send.
To learn more about unpaid invoices and sending payment reminders, please read these articles:
Please, feel free to reach out to me again if there's anything else you need. I'm always around to help. Stay safe!