Partial Payment Follow-Up Request Template

When your client pays only part of the invoice, this partial payment follow-up request template helps you confirm next steps and request a date for the remaining balance.

When to use / when to send

• Received only a portion of the invoice payment.
• The remainder is overdue or at risk of going overdue.
• Client communicated a payment split or delay.
• No follow-up plan confirmed for next installment.

Checklist / what to include

• Invoice #{{InvoiceNumber}}, original amount and amount received.
• Note any partial payment dates.
• Ask for the scheduled date for the remaining balance.
• Provide pay link: {{PayLink}} for remainder.
• Reference "partial-payment-follow-up-email-template" for next steps.
• Ask if a payment plan needs setting up.

Copy/paste template

How to use this template

• Confirm receipt and amount received first.
• Send immediately after confirming a short payment.
• Check if a payment plan is required if delay continues.

Recommended timing / follow-up plan

• Send within 24 hours of partial payment being received.
• If no response in 2 days, call or escalate via AP manager.
• Move to payment plan agreement template if payment is still not received.

Best practices / common mistakes

• Thank the client for any payment made.
• Reference "partial-payment-follow-up-strategy" if repeated issues occur.
• Do not accept new dates without clear written confirmation.
• Avoid accusatory language; keep it factual.
• List exact remaining balance in message for clarity.

FAQ

Related templates

• Partial payment follow-up email template
• Partial payment follow-up strategy
• Payment plan follow-up email overdue invoice
• Payment plan offer email overdue invoice
• Missed installment payment plan breach email