SAMPLE · fictional firm · nothing is sent or paid
← Exit demoSAMPLE

Reminders drafted

SAMPLE · Alder Lane Joinery Ltd (Example) · office admin: Hannah Lowe

  1. 1 List
  2. 2 Draft
  3. 3 Approve
  4. 4 Paid
  5. 5 Summary

For each invoice, a polite reminder is drafted at three set points. A draft is only a draft. Nothing is sent.

  1. 1On the due dateA friendly note that the invoice is due today
  2. 27 days after the due dateA gentle follow-up
  3. 314 days after the due dateA plain, polite request for a payment date

Drafted today, waiting for a person

INV-EX-1044 · Wren Street Café (Example)DraftOn the due date · not sent
INV-EX-1041 · Ashgrove Dental (Example)Draft7 days after · not sent
INV-EX-1039 · Pennine View Lettings (Example)Draft14 days after · not sent

Nothing more to draft

INV-EX-1036 · Hollin Works Ltd (Example)All three sentSent on 26 Oct, 2 Nov and 9 Nov, each one after Hannah approved it. No further reminder is drafted. What happens next is Hannah’s call.
A person checks: Hannah reads every draft before anything goes. A draft that no one approves stays a draft.
Review the drafts Back to the list
SDH Workflow sample. Examples, not client results. Fictional firm, customers and amounts.