Manual follow-ups are awkward and time-consuming. detailed guide on setting up automated payment reminders that preserve relationships.
Nobody likes being the "bad guy" chasing down money. It's awkward, takes time, and strains client relationships. Automation is the solution.
Why Automation Works Better
When a robot sends a reminder, it feels procedural, not personal. Clients are less likely to feel defensive receiving an automated system email than a personal note from you asking for cash.
The Ideal Reminder Sequence
- 3 Days Before: "Coming up soon" (Helpful tone).
- On Due Date: "Due today" (Direct tone).
- 3 Days Late: "Did you miss this?" (Inquisitive tone).
- 7 Days Late: "Overdue notice" (Firm tone).
What to Automate
- Invoice creation for recurring jobs.
- "Thank you" receipts upon payment.
- Late fee calculations.
Invoice ASAP allows you to set these sequences once and forget them. The system politely chases the money for you, so you can focus on the work.
Tags:
#automation#workflow#productivity#client-relations