Delegate Follow up

Step 1: Check who did not pay
Detailed actions: 
 * Make a list of the delegates whose payments were not realized before the event.
 * When they come to the registration desk ask them to fill in a credit card details form unless they show a proof that the payment was made to E-Unlimited
 * After coming back from the event cross check the list with the accountant to see whether some of the delegate payments have been realized. The rest whose payments have not been realized, should be charged and the accountant will charge their credit cards based on the info on the credit card details forms. Then you can send an invoice to them with the receipt that their cards have been charged.
 * If for some reason you discover some delegates who neither paid before nor gave credit card details, follow up with them in order to get the payment

Spep 2: Prepare message

 *    Check the template below: (Delegate follow up template)

​ D      Dear  < > ,

Thank you for joining us at < >. I am afraid we have not yet realized your delegate fee. Would you be so kind to make the payment as per the enclosed invoice. If you have already made the payment, then please send us a confirmation of the transaction.

Looking forward to seeing you again amongst us.



Best regards,

Step 3: Check the message with your colleague
Before you send it, check the message with your supervisor or with a colleague who has done it before.

Step 4: Send out individually

 * Put  the accountant and your colleague in cc
 * Don’t forget to attach the invoice 
 * Follow up with another email or phone call Make sure you follow up with another email or phone call. Chase and collect the payment