STEP 1
Check the details before sending
Confirm the customer and billing contact, the work description, and the invoice amounts. Make sure any agreed changes are reflected. Keep the invoice connected to the project so your team can answer questions without searching through separate notes.
STEP 2
Explain the next step clearly
Make the invoice and payment instructions easy to understand. Confirm that the customer knows whom to contact if something looks wrong. Use the payment arrangements agreed for that job rather than assuming every customer follows the same process.
STEP 3
Record conversations and follow-up dates
If a customer has a question, note the issue and the action needed to resolve it. Assign responsibility and record when to check back. Review outstanding invoices regularly so follow-up is based on the current situation, including any recent payment or response.
STEP 4
Keep payment activity connected
Resilient Pro lets you create a Stripe account from within the application, connect it with your CRM, and accept customer payments. Review payment and invoice information as part of your regular workflow. Keep unresolved questions visible until your team has confirmed the next step.