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Payment follow-up sequence planner

A respectful sequence planner for following up on unpaid invoices with clear dates, ownership, and records.

What is inside

An invoice is overdue and you need a professional next step.

  1. Confirm due date and contact
  2. Send a friendly reminder
  3. State balance and payment method
  4. Set the next follow-up date
  5. Escalate according to terms
  6. Record every contact