Regulus — Invoice Follow‑Up Pack (Copy & Send) How to use: - Replace [brackets] with real details. - Keep one thread per invoice (don’t restart the conversation every time). - Always ask for a specific payment date. --- 1) Courtesy reminder (2–3 days before due) Hi [Client name] — quick reminder that invoice [INV‑000] for [amount] is due on [date]. You can review and pay here: [link]. Please let me know if your finance team needs anything else from me. 2) Due today Hi [Client name] — invoice [INV‑000] for [amount] is due today. Here’s the invoice/payment link: [link]. Can you confirm when payment will be scheduled? 3) 2 days overdue Hi [Client name] — following up on invoice [INV‑000] for [amount]. It became due on [date] and still shows as unpaid. Please confirm the payment date today. Link: [link]. 4) 5 days overdue (firm but calm) Hi [Client name] — invoice [INV‑000] is now [X] days overdue. Please confirm a payment date by [day/time]. If there’s a dispute or missing info, let me know and I’ll resolve it immediately. 5) “Payment is being processed” Thanks. To keep it on track, what exact date will the transfer/card payment be completed? I’ll mark that date on the invoice and follow up if needed. 6) Missed promise date Hi [Client name] — I’m following up because the agreed payment date of [date] has passed and invoice [INV‑000] remains outstanding. Please share the new payment date by [day/time]. Link: [link]. 7) Escalate to finance contact Hi [Name] — looping you in for payment processing. Invoice [INV‑000] for [amount] is overdue since [date]. Can you confirm the payment date? Invoice link: [link]. Thank you. 8) Pause work (only if your terms allow) Hi [Client name] — per our payment terms, I’ll need to pause new work until invoice [INV‑000] is cleared. Please confirm the payment date today so we can keep delivery moving. 9) Late fee reminder (only if agreed) Hi [Client name] — reminder that invoice [INV‑000] is overdue since [date]. As stated in our terms, a late fee applies after [X] days. Please confirm the payment date so we can close this cleanly. Link: [link]. 10) Final notice (email-friendly) Subject: Final notice — invoice [INV‑000] overdue since [date] Hello [Client name], This is a final notice that invoice [INV‑000] for [amount] remains unpaid since [date]. Please confirm payment by [date/time]. If there is a dispute, reply with details immediately so we can resolve it. Invoice link: [link] Thank you, [Your name] 11) Payment confirmation request Hi [Client name] — once payment is made, please share the confirmation/reference so I can mark the invoice as paid and close out the record. 12) Close-out message (after payment) Thanks — received. I’ve marked invoice [INV‑000] as paid. Next step: [handoff item / delivery timeline]. I’ll send the final update here: [link]. --- Suggested cadence - 2–3 days before due: #1 - Due date: #2 - +2 days: #3 - +5 days: #4 - +7–14 days: #7 or #10 depending on your contract Build a full workflow (portal + invoices + follow-up): https://www.regulushq.com/signup