What is automated invoice follow-up?
By StackLoom, makers of ChaseKit ·
Automated invoice follow-up means reminding clients to pay on a planned schedule instead of writing every reminder from scratch. The schedule can be run by software that sends messages for you, or by a repeatable routine that you follow yourself.
How does automated invoice follow-up work?
You decide when reminders go out, such as before the due date, on it, and at set intervals after it. A tool or a checklist then tells you, or sends, the right message at the right time. Every routine, automated or manual, needs the same three parts:
- A list of invoices with amounts, due dates and payment status.
- A schedule that says when each reminder happens.
- Ready-written messages for each stage, from friendly to firm.
Do freelancers need software to follow up on invoices?
No. A freelancer with a handful of clients can run a reliable routine with a tracker and saved message wording. Software becomes useful when you invoice often enough that checking due dates by hand starts to slip.
How does ChaseKit help with invoice follow-up?
ChaseKit gives you those building blocks as digital files: an Invoice & Payment Tracker, Payment Follow-Up Scripts for email and WhatsApp, Client Payment Templates, and a Quick-Start Guide. The ChaseKit page lists exactly what is included, so you can see whether it fits how you work.
To put the routine into practice, read how to follow up on unpaid invoices step by step, or see what an invoice follow-up email should say.