Running the office

Invoice Follow-Up

Did you know your digital team can send polite payment reminders so you don't have to?

Chasing money is awkward, so invoices sit.

Example (not a client)

An electrician in Maplewood

You finished a panel upgrade last week and sent the invoice. Saying "just checking in" feels awkward, so it sits. In this picture, a polite reminder goes out on its own a few days later, and again if it's still open. You stay the person who did the work, not the person chasing the payment.

How it works

1An invoice goes out.
2If it's still open after a few days, a polite reminder goes out.
3You step in only if they reply with a question.

Not sure this is your biggest leak? Take the Business Check-Up.

Three ways to get it

Do it yourself

Free

A starter guide you can follow tonight. You need: How you send invoices today, and the words you want used.

1. Decide the timing. A common start is a reminder a few days after the due date, then one more a week later.
2. Write it in your voice. Short, polite, and clear about how to pay.
3. Stop the reminders the moment it's paid.
4. Keep a person on anything that sounds upset or confused.
5. Test it with an invoice you send to yourself.

Do it with us

Book a call for pricing

In one hour, screen to screen, we set this up with you and test it before you rely on it. You leave knowing how it runs.

Book a call

Done for you

Book a call for pricing

We set it up, watch it, and fix it when something's off.

See Work With Us

Want this running for you?

Book a free 20-minute call. We'll talk through this one job and what we'd set up first.