3-Step Escalation Sequence for Overdue Invoices

Most collections fail because there’s no sequence. Use this 3-step plan to move from reminder → date demand → escalation, without writing long emails.

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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

A single thread with invoice #{{InvoiceNumber}} and {{Amount}}
One payment link {{PayLink}} in every message
One question per message: “What date will it be paid?”
A reply deadline {{ReplyByDate}} for each step
A real escalation deadline {{DeadlineDate}} if needed

How to use

Copy/paste template

Hi {{Name}},

Invoice #{{InvoiceNumber}} for {{Amount}} was due {{DueDate}}. Can you confirm it’s approved and scheduled for payment?

If it can be paid now: {{PayLink}}. Please reply by {{ReplyByDate}} with the scheduled payment date.

Thanks,
{{YourName}}
{{Company}}
{{Phone}}

Follow-up plan + common mistakes

Step 1 (Day 1 overdue): request scheduled payment date
Step 2 (Day 3–5 overdue): demand exact payment date + call AP
Step 3 (Day 7–10 overdue): final deadline {{DeadlineDate}} and escalation
Don’t reset the conversation with new threads
Don’t accept “processing” without a date
Don’t threaten escalation unless you’ll do it

FAQ

Because they create predictable accountability and a clear next step. Random messaging invites delay and excuses.