Customers do not pay

Iordi

Hi,

Any idea of how to manage customers does not pay invoices? and how to make the follow?? it is any option in pipedrive?

Thanks

Nikolai Sokolov

Hi @Iordi. First, you'd need to label deals or clients that haven't paid. Ideally, register a date for payment on a deal. After that, you can:

• build a date based workflow automation that triggers on payment date or after payment date and labels the deal as "non-payer" and sends the email followup
• optionally, add a task for the deal owner to call that person
• optionally, make a deal based filter showing all deals labeled as "non-payers"
• that filter can be used in deal list view or contacts timeline (need to create a contact based filter with labeled deals for that)
• contacts timeline is great for keeping such cases on a radar

Iordi

Thank you!! good answer, will try