How to Send Invoice Reminders Automatically worksheet

INVOICE REMINDER WORKSHEET

Invoice system:
Who records payments:
When payments are checked:
Customer email source:
Invoice link source:

SCHEDULE
Reminder 1:
Reminder 2:
Final human review:
Working days and time zone:

BEFORE EACH SEND
Invoice sent?
Current remaining balance?
Paid or cancelled?
Paused or disputed?
Same reminder already sent?

MESSAGE
Subject: Reminder for invoice [number]
Hi [name], invoice [number] has a remaining balance of [amount], due on [date]. View it here: [invoice link]. If you have paid recently or need us to check anything, please reply. Thank you, [business name].

TESTS
Unpaid / partly paid / paid / cancelled / paused / repeated run / bounced email:


From Automations For Business
https://automationsforbusiness.com/blog/how-to-send-invoice-reminders-automatically