Invoice Reminder & Collections Sequence
Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer before collections.
What This Automation Does
How It Works
Invoice Overdue
Invoice passes due date without payment — sequence begins automatically
Day 1: Friendly Reminder
"Hi {{client_name}}, just a reminder that invoice #{{invoice_num}} for ${{amount}} was due {{date}}. Pay securely here: {{payment_link}}"
Wait 7 Days
If still unpaid after 7 days, send SMS follow-up
Day 7: SMS Nudge
"{{firm_name}}: Invoice #{{invoice_num}} (${{amount}}) is 7 days overdue. Pay now: {{link}} or reply to discuss."
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated SMS reminders require prior express consent. Debt collection communications must comply with applicable FDCPA and provincial regulations.
Canadian Anti-Spam Legislation requires express or implied consent before sending commercial electronic messages. Include sender identification and unsubscribe mechanism in all communications.
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