Invoice follow-up and collections

Recommended follow-up rhythm

1. 1Send the invoice with clear due dates and payment options.
2. 2Let the first reminder be polite and automatic.
3. 3Escalate to manual outreach only when the amount, client importance, or promise date justifies it.
4. 4Record promised payment timing so follow-up is anchored to reality.

When to move from reminders to collections

• The balance is material to the business.
• The client is unresponsive after normal reminders.
• A promised date passed without payment.
• You need an internal review before continuing work.