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How do I make sure a potential customer is able to pay my invoice?
How do I make sure a potential customer is able to pay my invoice?

A good way is to check if the customer has any problems with payments previously by checking if they have any payment defaults.

Jana avatar
Written by Jana
Updated over 4 years ago

If you are questioning whether a new customer will be able to pay your invoice, you should check if they have any payment defaults. This should be done before make a deal or sending an invoice. This way you can get more insight to the customers credentials and reduce risks.

You can check the possible payment defaults from the top part of the customers contact-card. The cost for the service is 2 € / check (+ tax). There will be costs for the check only if the data retrieval was successful.

A report of the customer will be saved to the customers contact log. From it you will see information about any possible payment defaults: 

  • To whom

  • Type of

  • Description

  • Date

Take note that you can only check the information from companies. A private persons contact-card does not have the service in use at all. So the contacts type has to be selected as a company when saving the contacts information.

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