Overdue Invoice Reminder Sequence
Never chase a late payment manually again
Automatically detects overdue invoices and sends a 3-tier escalation sequence: a friendly reminder at 7 days, a firm follow-up at 14 days, and an urgent notice at 30 days. Each email is personalized with the client's name, invoice number, and outstanding amount.
Your Finance Manager agent scans your invoicing system every morning at 8:00 AM for any invoices past their due date. When it finds one, it triggers a 3-tier escalation sequence designed to recover payments without damaging client relationships. **Day 7 overdue:** A friendly reminder email is drafted. The tone is warm and assumes good intent — 'Just a quick reminder that invoice #1234 for $5,400 was due on March 1st. Perhaps it slipped through the cracks?' The email includes a direct link to pay. **Day 14 overdue:** A firmer follow-up that references the original invoice and the first reminder. This one asks the client to confirm receipt and provide an expected payment date. **Day 30 overdue:** An urgent escalation with a clear deadline. This email is flagged for your review before sending — you decide whether to send it as-is, soften the language, or escalate to a phone call. Every email is personalized with the client's name, company, invoice number, amount, and due date. The agent reads from your actual invoicing data — no templates with blank fields. All drafts are sent to your inbox first for approval before going to the client. This automation typically recovers 15-30% of overdue payments within the first reminder alone, and reduces Days Sales Outstanding (DSO) by an average of 8 days.
How it works
- Scan invoicing system for all invoices past due date
- Categorize by days overdue: 7-day, 14-day, and 30-day buckets
- Pull client details and invoice specifics from the accounting system
- Draft personalized reminder email matching the escalation tier
- Send 7-day and 14-day reminders automatically; flag 30-day for review
- Log all sent reminders and update invoice notes with follow-up status
Frequently asked questions
What does "Overdue Invoice Reminder Sequence" do?
Automatically detects overdue invoices and sends a 3-tier escalation sequence: a friendly reminder at 7 days, a firm follow-up at 14 days, and an urgent notice at 30 days. Each email is personalized with the client's name, invoice number, and outstanding amount.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Odoo and Gmail, run by your Finance Manager.
How much time does this save?
Saves approximately 4 hours/week, running daily at 8:00 am.