Invoice & Payment Reminders

AutomationsInvoice & Payment Reminders

Billing & Quotes

Send a friendly payment reminder on issue, a due-soon nudge, and an overdue follow-up with a one-tap pay link.

Payments

Cashflow

Active

SMS Sent

312

Delivery Rate

98%

Response Rate

50%

Conversion

57%

Message sequence

3 step automation

Trigger:When an invoice in your connected account becomes due or overdue

Synced live from your connected account — fires the moment the event occurs

1
Invoice issued
Immediate
“Hi {first}, your invoice from {business} ({amount}) is ready. Pay securely here: {link}”
2
Due-soon reminder
1 day before due
“Quick reminder, {first} — your invoice is due tomorrow. Pay here when it's handy: {link}”
3
Overdue follow-up
3 days overdue
“Hi {first}, just a note that your invoice is past due. Need a hand or a payment plan? Reply here or pay: {link}”

Funnel

Sent → converted

Sent312 (100%)

Delivered305 (98%)

Responded156 (50%)

Converted89 (29%)

Test this workflow

Send yourself a preview SMS

Fire the full sequence to your own number to see exactly what customers receive.