Routine steps
Pulling the overdue invoices into one list. Drafting a reminder at each set point. Taking paid invoices off. Writing the weekly summary.
Examples, not client results
Invoice chasing
See what is overdue in one list. Have a polite reminder drafted at set points. A person approves every one before it goes.
This is a SAMPLE walkthrough of a job that sits with the office admin in many small firms. The firm, its customers, the invoice numbers and the amounts are all fictional and labelled Example. It is not a client testimonial. It does not claim a time or money result.
The work today
Alder Lane Joinery Ltd (Example) is a small fictional firm. Hannah Lowe runs the office. Along with everything else, she also keeps track of which invoices are unpaid and who has been reminded.
Unpaid invoices are easy to lose track of in a busy week. Each reminder has to be worked out and worded, and it has to be done at the right time, one invoice at a time.
What the sample workflow shows
1. One list
The overdue invoices are pulled into a single list, oldest first, with what is owed and how many days late.
2. A reminder at set points
A polite reminder is drafted for each invoice on the due date, 7 days after and 14 days after. A draft is only a draft.
3. A person approves
Hannah reads each draft and chooses Approve or Edit. Nothing is sent until she approves it.
4. Paid ones drop off
When an invoice is marked paid in the firm’s own records, it comes off the list and any draft still waiting is withdrawn.
5. A weekly summary
A short weekly email shows who still owes what, what was paid, and which reminders are waiting.
The reminders in the sample are plain and polite. They ask whether the invoice has been seen and when payment can be expected. They do not make legal claims or threats.
A clear boundary
A person checks
Reading, editing and approving every reminder before it is sent.
People decide
What to say to a customer who has a question about an invoice. What happens after the third reminder. Any decision about money.
The workflow supports the people already doing the job. It does not take over anyone’s role.
See it on your own work
Request a free demo and we will walk you through the sample on a phone. The free review uses sample or sanitised details. It does not connect to live systems or email a customer.
After the free look you get a private written note. See an example review note.
If you later want the workflow built for your own invoices, the scope and fixed price are agreed first. The price you are quoted is the price you pay. No tax or other charges are added.
SAMPLE. Fictional firm, customers and amounts. Example figures only.