Overdue Invoice Reminder Escalation Plan Template

If standard reminders aren’t working, an escalation plan gets you paid faster. Use this escalation plan template for overdue invoices to map your follow-up sequence and communicate deadlines.

When to use / when to send

Checklist / escalation steps

• Step 1: Send ‘still outstanding’ email (Invoice #{{InvoiceNumber}}, amount {{Amount}})
• Step 2: Follow-up in 2–3 business days—request explicit payment date
• Step 3: Call AP or payment owner after 5–7 days with no date
• Step 4: Send final demand with real deadline and escalation warning
• Always set reply-by deadlines for each message

How to use

Copy/paste template

Follow-up plan + common mistakes

• Don’t skip steps—always document your sequence
• If you get a date, confirm and track it closely
• If you get silence twice, escalate to the final demand stage
• Don’t send multiple emails with no consequence—one per stage is enough

FAQ

Related templates

• Escalation sequence 3-step overdue invoice
• Final payment reminder before escalation
• No response follow-up email
• Overdue invoice subject lines for escalation
• Collections warning email 5 days before escalation