Template

Payment Reminder Schedule (When to Send What)

SchedulePayment remindersClear timing

What this is: A simple reminder cadence for invoices.

Who it helps: Teams chasing late payments.

What to do next: Take the Payments quick check.

Copy/paste template

Payment Reminder Schedule (When to Send What)

  • - Before due date: friendly reminder with pay link.
  • - Day of: short reminder and due date confirmation.
  • - Day 2: follow-up with payment options.
  • - Weekly: consistent check-in until paid.

How to use it

  1. Use the same cadence for every invoice.
  2. Stop reminders once paid.
  3. Track payment status in one place.

Common tweaks

  • Shorten the cadence for small invoices.
  • Add a payment plan option for larger bills.
  • Use email plus SMS for high balances.