Invoice Reminder Email to a New Accounts Payable Contact

When an invoice gets forwarded to a new AP person, it can reset progress. Use this to establish ownership quickly and lock a scheduling date.

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Starter

$39

One-time payment for a basic reminder pack.

Generate base pack

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

Invoice #{{InvoiceNumber}} and {{Amount}}
Due date {{DueDate}} and current status (due/overdue)
Ask: are you the owner for scheduling payment?
Ask: anything missing to process (PO, vendor setup, approvals)?
Pay link {{PayLink}} and reply-by date {{ReplyByDate}}

How to use

Copy/paste template

Hi {{Name}},

Thanks—looping you in regarding invoice #{{InvoiceNumber}} for {{Amount}}, due {{DueDate}}.

Are you the owner for processing/scheduling payment? If so, can you confirm:
1) whether anything is missing to process it, and
2) the date it will be scheduled to pay?

Payment link (if helpful): {{PayLink}}.

Please reply by {{ReplyByDate}}.

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

Follow-up plan + common mistakes

If no reply in 48 hours, bump once asking: “Are you the scheduling owner?”
Call AP and ask for the owner and the payment run date
After providing requested docs, ask for the scheduling date immediately
Don’t re-explain the whole relationship—AP needs invoice facts
Don’t accept “received” without a scheduling timeline
If it stalls, set {{DeadlineDate}} and escalate

FAQ

Confirm whether the new contact owns scheduling, then ask what’s missing and what date it will be paid. Keep it short and forwardable.