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Request payment for an outstanding balance
Verify what is owed, explain the request, and follow payment status.
In this guide
Start with a verified balance
Start with an accurate invoice or source record. Confirm the amount, due date, and reason for the balance so the customer can understand what is owed.
Review before contacting a customer
Review the request and its supporting context before sending it. Use the payment provider’s flow for payment, then confirm payment status from provider records rather than relying on a browser redirect.
Pause when a balance is questioned
If a customer questions the balance, review the source records and document the decision before follow-up continues. A question or review request gives the team a clear point to pause and resolve the issue.
Still need help? Contact support with the case ID and a description of the issue.