Recover overdue payments with a reminder template that sends polite, escalating follow-ups at 7, 14, and 30 days past due. Reference the unpaid invoice and an AI agent drafts a professional message, restates the amount owed, and includes a fresh payment link.
What's Included
- Escalating tone: Friendly, firm, and final-notice versions for each reminder stage.
- Invoice reference: Auto-pulls the invoice number, amount, and original due date.
- Late fee option: Add an optional late charge with the policy clearly stated.
- Payment link: A pay-now button so clients can settle directly from the reminder.
How To Use
- Clone the reminder template into your Taskade workspace.
- Link it to the unpaid invoice and its due date.
- Let the AI agent draft the 7, 14, and 30-day messages.
- Send each reminder on schedule and stop once payment clears.
Set up an automation that fires these reminders automatically on each milestone, or browse more invoice templates for accounts receivable.