Day 0: invoice sent
Hi {{first_name}}, invoice {{invoice_number}} for {{amount}} has been sent. You can pay here: {{payment_link}}. Reply if any detail needs correction.
Sample deliverable
Invoice reminder workflow.
This sample shows how a small business can follow up on invoices with clear timing, professional wording, and a simple internal checklist.
Reminder sequence
Five practical touchpoints.
Day 3: friendly check
Hi {{first_name}}, quick check that invoice {{invoice_number}} came through. The payment link is {{payment_link}}. Thank you.
Day 7: direct reminder
Hi {{first_name}}, invoice {{invoice_number}} for {{amount}} is still open. Please complete payment today or reply with any issue so I can help.
Day 14: firm follow-up
Hi {{first_name}}, invoice {{invoice_number}} is now 14 days open. Please pay by {{date}} using {{payment_link}}, or reply today if something needs to be resolved.
Day 21: final internal escalation
Hi {{first_name}}, I need to close out invoice {{invoice_number}}. Please pay or reply by {{date}} so we can avoid pausing future work.
Tracker fields
Keep it simple.
- Client name
- Invoice number
- Amount
- Due date
- Last reminder sent
- Next action date
- Status
Internal rule
Stop when paid.
Every reminder should include one clear payment link and one way to report a problem. Once payment is confirmed, reminders stop and the tracker moves to paid.