Blueprints

Outstanding Balance Accounts Receivable

Objective: To efficiently handle accounts receivable with outstanding balances by following a standardized process. Procedure for Invoices Overdue by 15 Days: 1. Identify Overdue Invoice: a. Access the Zoho Billing platform and navigate to the relevant module. b. Identify the invoice that is 15 days overdue. 2. Access Invoice Details: a. Open the overdue invoice to review and gather necessary details. 3. Share Invoice Link: a. Click on the "Share" button within the invoice details section. 4. Generate Shareable Link: a. Utilize the platform's functionality to generate a secure and shareable link for the overdue invoice. 5. Copy Link: a. Copy the generated link to the clipboard for use in communications. 6. Compose Email: a. Access the designated email template for communication regarding overdue invoices. Sample email template: Hi <firstname>, Hope you’re doing well. This invoice is now (number of days) past due so I wanted to ensure that you received it in your inbox. It was sent via our invoicing system so it may have lost in the shuffle. Please let us know when you can submit your payment. Thank you for your business and we look forward to continuing working with you. 7. Insert Link: a. In the email template, paste the copied link in a clear and concise manner.

Jack Burrows
Lesson instructor:

Portti lectus dolors vulput semper pro vertis evenie sagitt intege laoret estim venena ipsume dolest.

Add your lesson information or training text here.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet.


Comments:
Next video:

Unconfigured Element

The Lesson and Module List element is designed to list a collection of all the modules, chapters and/or lessons in selected course. You have either not select your course yet, or your selected course is invalid. Please fix this to use this element. Use help to find out more.


Lessons in this module:

Unconfigured Element

The Lesson and Module List element is designed to list a collection of all the modules, chapters and/or lessons in selected course. You have either not select your course yet, or your selected course is invalid. Please fix this to use this element. Use help to find out more.

Need help? We are here for you...

If you have a question, simply hit the "Contact Us" button to reach out to our team.

Contact

London Street,
London,
EC1 5TQ,
UK

About

Info

Social media

Facebook

Twitter

Instagram

Youtube

Pinterest

Campfire

© Copyright Your Company.  All Rights Reserved

Contact support

Fill in the form below with your question and we will get back to you as soon as possible.

Close