Invoice not paid
Escalates polite to firm as an invoice sits unpaid past its due date.
WhenWhen an invoice's due date passes without payment.StopsStops when the invoice is marked Paid (in full).OnInvoice
Trigger and stop conditions are coded for you. You can edit the copy of each step below, or pause the whole automation above.
Sequence · 4 steps
1Day 1 overdue
Email
2Day 7 overdue
Email
3Day 14 overdue
Email
4Day 21 overdue
Email
Available merge tokens
{{client_first_name}}{{client_name}}{{company}}{{owner_first_name}}{{owner_name}}{{invoice_ref}}{{invoice_title}}{{invoice_value}}{{due_date}}{{days_overdue}}{{pay_link}}
Tokens get replaced with real values when the message is sent. Wrap them in double curly braces in your copy, exactly as shown.