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Payment Reminders
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The 5-stage reminder sequence

Our proven 5-stage sequence gets you paid faster.

3 min read

The 5-stage sequence

Our reminder sequence is designed to get you paid while maintaining good client relationships.

Stage 1: Friendly heads-up

When: 3 days before due date
Tone: Friendly reminder that payment is coming up

Stage 2: Due date reminder

When: On the due date
Tone: Clear, professional notice that payment is now due

Stage 3: Gentle follow-up

When: 3 days after due date
Tone: Polite follow-up, assuming they may have forgotten

Stage 4: Firm reminder

When: 7 days after due date
Tone: Direct but professional, emphasising the overdue status

Stage 5: Final notice

When: 14 days after due date
Tone: Final reminder before you need to take other action

What happens after Stage 5?

After the final notice, automatic reminders stop. You can:

  • Send a manual reminder
  • Contact the client directly
  • Mark the payment as written off

    • Customising the sequence

    Pro users can adjust timing and wording to match their style.

    Related: Customising reminder messages

    PreviousHow automatic reminders workNextSending manual reminders

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