Overdue invoice follow-up: a four-step method

The four steps

• Before due date: clear terms on the quote and invoice.
• On due date: polite email reminder.
• After seven days: firmer WhatsApp or email reminder with invoice reference.
• After fifteen days: call plus written final reminder before escalation.

Automation

Automated reminders keep the process consistent. The team can focus on conversations instead of remembering every due date manually.

How LeCRM helps

LeCRM shows overdue invoices, payment status and customer history, making follow-up faster and easier to document.