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
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