Payment Follow-Up

What It Does

When an invoice goes unpaid, automated reminders go out via text and email on a schedule you control. The messages are professional but firm, and include a direct link to pay online. Your team never has to chase payments again.

Benefits

• Send payment reminders automatically on a set schedule
• Include a one-click payment link in every message
• Escalate messaging tone gradually from friendly to firm
• Collect 25% more overdue invoices without manual follow-up

How It Works

1. 1An invoice passes its due date and the follow-up sequence begins.
2. 2The customer receives a friendly reminder with a link to pay online.
3. 3If unpaid, follow-ups escalate on your schedule until the invoice is settled.

Frequently Asked Questions

How many reminders does it send before escalating?

You control the schedule. A typical setup sends a friendly reminder on day 3, a firmer nudge on day 7, and a final notice on day 14. You choose the timing and tone for each step.

Can customers pay directly from the reminder?

Yes. Every reminder includes a direct link to pay the invoice online. Customers can pay with a credit card in under 30 seconds, which dramatically increases collection rates.

Does it track which invoices have been paid?

Yes. The system tracks payment status in real time. Once an invoice is paid, reminders stop automatically. Your dashboard shows a clear view of outstanding, overdue, and collected invoices.