Advance Payment Request for Upcoming Invoice

Requesting advance payment requires clarity and professionalism. Use this template before issuing your invoice to set clear payment expectations and start the project or delivery on time.

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Starter

$39

One-time payment for a basic reminder pack.

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Pro

$89

Full multi-email sequence plus templates and variations.

Generate an overdue reminder pack

When to use / when to send

Checklist / what to include

Upcoming invoice #{{InvoiceNumber}} and {{Amount}}
Anticipated due date {{DueDate}}
Reason for advance (project kickoff, custom order, etc.)
Pay link {{PayLink}}
Firm but polite request for advance payment or reply for alternative

How to use

Copy/paste template

Hi {{Name}},

Ahead of kicking off work, I wanted to confirm your advance payment for invoice #{{InvoiceNumber}}, amount {{Amount}}, due {{DueDate}}.

You can pay upfront via {{PayLink}} to avoid scheduling delays.

Please let me know if you need any documentation. Payment in advance ensures we can start on schedule.

Best,
{{YourName}}
{{Company}}

Follow-up plan + common mistakes

If no reply in 2 days, resend with just the pay link and start date
If they request terms, restate your policy and offer alternatives if non-negotiable
Don’t start work until payment is confirmed in your records
Don’t over-explain—clarity is more effective than justifications
Save advance payment proof for your accounting

FAQ

Common in project-based, custom, or first-time engagements. State your policy upfront.