Remind customers about unpaid invoices

Option 1: the Payment Collection Agent

1. Open Wrapstart AI and choose the Payment Collection Agent.
2. In its settings, pick the Channel: SMS only, Email only or Both SMS & Email.
3. Under Reminder Schedule, set how many days past the due date to send each reminder. It starts at 0, 1, 3, 7, 14 and 30 days. Click Add to add another.
4. Edit the Message Templates if you like, then set the agent to Active.

The agent checks once a day. It marks an invoice Overdue when it sends the first reminder, and stops once the invoice is paid.

Option 2: a reminder automation

Open Automations, click New Automation and start from a template:

• Chase Unpaid Invoice (until paid): reminds the customer every few days from the due date until it's paid.
• Payment Reminder (3 days before due): a heads-up before the due date.
• Payment Reminder (7 days overdue): one reminder a week after the due date.

To build your own, use the Repeat Until Goal trigger. Set the Entity to invoices, Starting From the Due date, how often to Repeat (every 3 days to start), Until "Invoice is paid (or voided / cancelled)", and Max Sends so it stops after a few.

Related