Invoice Statement Request Follow-Up Email

When a customer requests a statement but goes silent, follow up decisively. Use this template to confirm receipt, offer a pay link for [InvoiceNumber], and speed up payment.

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When to use / when to send

Checklist / what to include

Reference to the previously sent statement (attach again if possible)
List invoice #{{InvoiceNumber}} and total {{Amount}}
Pay link {{PayLink}} for immediate resolution
Request a response about which invoices/credits to apply
Reply-by date {{ReplyByDate}} for a clear next step

How to use

Copy/paste template

Hi {{Name}},

Just following up regarding the statement of account sent for invoice #{{InvoiceNumber}} (total {{Amount}}).

Could you confirm if you have everything needed to process payment? You can also pay directly using this link: {{PayLink}}.

If there are credits to apply or invoices to clarify, please let us know by {{ReplyByDate}}.

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

Follow-up plan + common mistakes

If you receive no reply, call AP to confirm statement was received and check for any outstanding issues
Send statements from the same email/account to maintain an audit trail
If they say ‘pending review,’ ask for an estimated payment or resolution date
Don’t resend full statements without a reference thread—avoid scatter
Don’t allow requests for updated statements to stretch past month-end

FAQ

Resend attached, keeping the original thread and subject for continuity.