Wonder World
M A R K E T I N G
✨ Payment Reminders ✨
ASSIGNED TO : Intern
STANDARD OPERATING PROCEDURE :
UNICORN GOALS :
✨GOAL 1 : Remind clients about their upcoming payments.
✨GOAL 2 : Avoid overdue payments where possible.
✨GOAL 3 : Remind yourself who has a payment due and when.
STEPS :
STEP 1 : Log into Quickbooks and go to Sales > Invoices.
STEP 2 : Change the Status to Unpaid and click the Due Dates column twice so that the payments are ordered from due first to due last (the arrow/triangle should be facing up).
Notes : If the Due Dates column doesn’t appear, you can add it using the Settings at the right-hand side of the headings row.
STEP 3 : Scroll down to the payments that are Due in 7 days, and send out reminders to each client via Facebook Messenger.
Notes: You can use this copy for the reminders:
👉 Heyyyy [Client Name]! Just a reminder that your automatic payment for Nicole’s Nonstop Notifications program is scheduled to come out on [Due Date]! Keep crushing it! ⚡️💪💖🦄
👉 Heyyyy [Client Name]! Just a reminder that your automatic payment for Nicole’s Unicorns Only Mindset Society is scheduled to come out on [Due Date]! Have a Wonderful day! ⚡️💪💖🦄
👉 Heyyyy [Client Name]! Just a reminder that your automatic payment for Nicole’s Nonstop Notifications program is scheduled to come out on [Due Date]! Keep crushing it! ⚡️💪💖🦄
👉 Heyyyy [Client Name]! Just a reminder that your automatic payment for Nicole’s Unicorns Only Mindset Society is scheduled to come out on [Due Date]! Have a Wonderful day! ⚡️💪💖🦄