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."
This automation is included with your Intellivizz AI subscription.
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.
Similar Automations
View all Accounting automationsMissed Call Text-Back for Accounting Prospects
When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation — turning missed calls into booked appointments.
When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation. Converts missed calls into booked appointments instead of lost clients.
AI Voice Agent — Accounting After-Hours Receptionist
From Our Blog
View all postsTax Season Client Communication Automation: Manage the Flood Without Burning Out Your Staff
From January through April, accounting firm inboxes overflow with status inquiries, document reminders, and deadline questions that pull staff away from actual return preparation. Automated client communication systems handle proactive updates, document confirmation, and status notifications — dramatically reducing inbound inquiry volume while improving client satisfaction.
Accounting Firm Automation in Northern Virginia: How NoVA CPAs Are Scaling Without Adding Staff
Northern Virginia's accounting firms face growing client demands with a shrinking talent pool. Automation lets NoVA CPAs scale capacity 30% without additional hires.