Collect Payments Template

Every so often a client is late paying you, and you need to make sure they don't forget, with professionalism, firmness, discretion, and respect.

This Google Doc for email template prefilled four emails for you while still giving you the freedom to customize it as you see fit.

Start with a friendly reminder, and hope you don't have to get to email number 4. All you have to do is fill in your information and send it. You can even conveniently send your draft directly to Gmail before sending it.

Features:

Four emails to get paid

1. Friendly reminder with invoice attached and payment link (due date).
2. Check in asking if there are any issues with the invoice, and offer to answer questions (7 days overdue).
3. More direct - invoice is now 2 weeks late; request immediate payment and mention late fees if applicable (14 days overdue).
4. Final notice before escalation, state consequences (pause service, send to collections), and offer payment plan if genuine hardship (30 days overdue).

As a bookkeeper, I appreciate having ready made templates ready for any situation. I'm sure this will help you too.