Overdue invoices chased politely, without you writing a line
Overdue invoices get a polite reminder sequence that escalates gently, and you get a weekly picture of who owes what.
For any business that waits too long to be paid
From $490 per project
Typical timelineUsually within days of the confirmed scope
Start a sheet from itThe part this sheet is for: Soft collectionsWhat this template does
Chasing money is awkward, so it gets put off. Each overdue invoice gets a friendly reminder, then a firmer one, in your words and on your schedule, and once a week you get one short list of who owes what.
Prefilled for you
- The brief it fills in
Send overdue invoices a polite reminder sequence that escalates gently on our schedule, and send us a weekly list of who owes what.
- Systems it connects
- Fakturownia, wFirma or inFakt
- QuickBooks, Xero or lexoffice
- Gmail or Outlook
- Kind of job
- Automations - Any business, Accounting and law
What you get
- A polite, escalating reminder sequence for overdue invoices
- A weekly picture of who owes what
- Checked by a person before it is handed over
What you provide
- Your invoicing tool, with access
- How firm each reminder should be
- Customers who must never get an automatic reminder
Questions about this template
- What does it cost?This template starts a sheet for Soft collections, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
- How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
- My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.
Ready to run this recipe?
The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.