How do you deal with clients who do not pay the balance amount of your invoice?

Answered by:

Debi Cobb

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Cobb CPA PC, Profitability & Growth Advisors
9 Questions answered
Answered on May 23rd, 2018

Hi Aisha,

Our clients are on monthly engagements.We establish at the start that we will be processing the monthly fee by credit card or ACH and we ask them to set the date 1-15th.We use Docusign for our tax returns and to complete the process the fee must be paid. Again we establish this with our clients up front when we start working with them. This has worked extremely well so we do not have to chase AR. I hope this helps!


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