CC Third Party on Overdue Invoice Reminder

When direct reminders fail, CC’ing a manager, legal, or another third party can break the logjam. Use this strategy to add weight, clarify accountability, and prompt a response when your initial attempts hit a wall.

When to use / when to send

Checklist / what to include

• Invoice #{{InvoiceNumber}} and {{Amount}} clearly listed
• State who’s being CC’d and why (ex: 'Adding [ManagerName] as additional context')
• One clear question: When will payment be released?
• Direct pay link {{PayLink}} for immediate action
• Reply-by deadline {{ReplyByDate}}

How to use

Copy/paste template

Follow-up plan + common mistakes

• If the CC’d party replies, confirm details back to all
• If still silent, escalate without adding more people repeatedly
• Don’t BCC critical stakeholders—transparent CC is best
• Don’t include extra history unless specifically asked
• Don’t CC more than one or two new people unless absolutely necessary

FAQ

Related templates

• Escalation email CC finance director
• Final demand email before collections escalation
• No response follow-up email
• Overdue invoice escalation request CC operations manager
• Collections warning email 5 days before escalation