Follow up on a past-due invoice

When to use it

When invoices go 15, 30 or 60 days past due.

The prompt

Copy this, then replace everything in [brackets].

Write a past-due follow-up message.
Customer type: [homeowner / property manager / builder]
Invoice: [job #, amount, date, days past due]
Previous contact: [what was sent]
Payment options: [link, phone, financing, payment plan]
Tone: [friendly reminder / firm / final notice]

Short, polite, clear amount and how to pay. Final notice mentions next steps per our policy: [policy].

Before / after

Before: Awkward phone calls and money left on the table.

After (example output):

Hi Dana, a quick reminder that invoice #4821 for $612.40 (water heater repair, Sept 12) is now 30 days past due. You can pay online here: [link], or call us to set up a payment plan. Thanks! [Name], [Company]

Tips

• Send a text and an email; texts get paid faster.
• Use first names or job numbers instead of full customer details.
• Copy the final text back into your FSM or accounting system so the record stays in one place.
• Review every draft before you send it. You’re accountable for what goes out.