To charge a customer via email, it is important to follow these tips:
in general, the seller does not send the email;
consider whether you need to call before sending the billing email;
be careful with the legal aspects;
analyze bargaining power;
define your company rules;
Ultimately, make a professional claim.
See the details about these tips below!
1. In general, the seller does not send the email
In fact, this often varies greatly from company to pharmacy database company and the relationship the seller has with the customer and their buyer.
However, some organizations prefer not to involve the salesperson or account manager in billing matters, keeping this negotiation restricted to the finance departments of both companies.
This helps to make the process more professional and impersonal, as well as ensuring that collection procedures are followed to the letter.
2. Consider whether you need to call before sending the billing email
This can be an embarrassing situation. After all, calling a person is always more personal, and it can be very unpleasant to talk to a customer about their debt over the phone.
On the other hand, sometimes there was just a mix-up at the company, or a bill got lost, and the customer might be upset that you didn't call sooner.
Once again, this is an issue that only the seller's experience can resolve, but in general, it is better to send an impersonal and formal email directly, as if it were something automatic generated by your company whenever a payment is late to avoid discomfort.
3. Be careful with the legal aspects
Another very important consideration is the official nature of sending a billing email. Therefore, it is essential to check all the data, such as those shown in this checklist:
check all company data;
make sure the bill has not actually been paid;
be formal and polite;
do not make threats, just let them know that “our records do not show the payment”;
check the amount to be charged, to avoid being punished for undue charges;