PN Details and Process

PN Process Flow

1. Final Reminder to the Client

A WhatsApp reminder is sent to the client requesting payment within 5 days.

The message must include:

• ONLY the due invoice amount shown in Salesforce

• Foodics IBAN

• SANAD ID

• Request to attach Proof of Payment (POP) as a PDF 

Important:

• At this stage, the client must pay directly through Foodics.

• No court involvement yet.

2. If the Client Pays Within 5 Days

1. Collect the Proof of Payment (POP) from the client.

2. Raise a request via:
   COE Support 2.0 → Requests → Billing – Request to Close PN
   Assigned to Mais Saif (Billing).

3. Billing coordinates with the lawyer to stop the legal process.

Outcome:
PN is closed.
No legal action proceeds.

3. If the Client Does NOT Pay Within 5 Days

• The Foodics Billing team escalates the case to the lawyer.

4. Before Court Action (Final Chance)

If the client pays after escalation to the lawyer but before court action starts:

1. Collect the POP.

2. Raise a request via:
   COE Support 2.0 → Requests → Billing – Stop PN Before Court Action
   Assigned to Mais Saif.

3. The lawyer stops the process.

Outcome:
PN is closed.

If payment is not received, the case proceeds to court.

5. Court Legal Action

Once the case reaches court:

• The client is required to pay the FULL PN amount, which includes:

  • All overdue invoices

  • Future unpaid / unbilled invoices tied to the contract
    (e.g., future renewal invoices not yet issued, such as 2027 renewals)

• The client must pay through the court, not Foodics.

6. Payment Through Court

• The court transfers the amount to Foodics’ bank account.

• The Billing team closes the PN.

Special Case: Client Paid Through Foodics Instead of Court

If the client mistakenly pays Foodics directly after the case reached court:

1. Raise a request via:
   COE Support 2.0 → Requests → Sales – Request a Refund
   Assigned to Mais Saif.

2. The payment will be refunded accordingly.

PN Status Verification

To verify whether a PN case has reached court:

• Use the PN tracking sheet to check the current status and whether it was escalated legally.

Key Salesforce Fields to Check (Order Level → Specific Branch)

Order Over Due Amount

What it means:

• The due amount for the specific branch

• Based on overdue invoices in Salesforce

• Must be paid before the case reaches court

How to verify:

• Go to Related Quick Links → Invoices

• Review each overdue invoice included in this amount
  
  

Usage:

• This is the amount communicated to the client during the 5-day reminder phase
  
  

Total Unpaid / Unbilled Balance

What it means:

• The full PN amount required if the case reaches court

• Includes:

  • All overdue invoices

  • All future unbilled invoices linked to the contract/order

Usage:

• This is the legal claim amount used once the case is escalated to court

Important Notes

• Never request court payments to be made to Foodics.

• Always verify the PN stage before advising the client.

• Do not promise PN closure without Billing confirmation.

• Ensure correct macro usage based on the PN stage.