WorkWiseTools

Automation template

Invoice follow-up reminder

An invoice becomes due or overdue.

Daily use case

Check overdue invoices every morning.

Inputs

  • Invoice number
  • Customer
  • Due date
  • Amount
  • Payment status

Workflow steps

  1. Check payment status.
  2. Create a reminder task.
  3. Draft polite follow-up copy.
  4. Escalate long-overdue invoices.
  5. Log payment outcome.

Failure modes to watch

  • Payment already made
  • Wrong contact selected
  • Tone is too aggressive

Review and risk

medium riskQuickBooksXeroHubSpotZapierMake

Finance owner approves payment wording and escalation before sending.

Related guides

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