Writing a Client Payment Reminder Email (With Template)
Key points
- Prompt payment is important for any business, and payment reminders can be an effective tool to ensure clients pay on time.
- Payment reminder emails should be polite and professional, providing clear information about the payment due date and amount owed.
- It’s important to follow up consistently and in a timely manner, and to provide clients with multiple payment options to make it easy for them to pay.
There are many ways to bill your client, but what if they don’t pay? Naturally, you’ll want to collect your money—and there’s no better way than with a thoughtfully written client payment reminder email.
Nobody enjoys late payments, they cause you to be anxious, it worsens your cashflow, and you have to figure out how to clear the outstanding invoice. The easiest way is to set up invoice reminders that go out automatically. But how do you formulate them in a nice, yet effective way? That’s what I’ll teach you in this blog post.
How many reminders to send
When it comes to sending an invoice to a client, you expect it to be paid. But it happens for a variety of reasons—and you need to remind the client of the outstanding payment. Chasing clients for payment is never fun, though. So what is the solution? Sending automated reminders.
When and how many reminders should you send to increase your chances of receiving payment, though? While there’s no ideal number, about two or three automated reminders are a good rule of thumb.
Here’s what to keep in mind:
Keep the first reminder as friendly as possible. The client might have simply forgotten to make the invoice payment, and there’s no big urgency yet.
Remind the customer that the payment is already a week late, and attach/link to the original invoice to save time.
By this time, you need to be more strict and send a final notice that is clear about what happens if the invoice remains unpaid.
The exact timing of the emails should depend on your business activities and contracts between yourself and clients.
The structure of a gentle reminder email
Let’s look at how an email is structured, and what to keep in mind when writing it to ensure that it’s effective.
Subject line
Keep the subject line short, make it clear, and reference your company/invoice number. If a payment is very late, start the subject with “OVERDUE.” Avoid words like “URGENT” as they are often used by spammers, and might lead to your email being ignored.
Message
Greet your client with a simple hello to keep it professional yet friendly. Don’t distract from unimportant things and get straight to the point by explaining the situation, namely that an invoice has been issued, and it was due for payment (some time ago).
Sign-off
Even if your email is sent from a generic company email (support@ or billing@), it might be a good idea to sign it off with the name of a person responsible for invoices. It’s an easy way for clients to know who to address if they require assistance.
Payment reminder email templates
Overdue invoices can rarely be avoided. Sooner or later, someone will simply not pay the invoice when it’s due. Before that happens, you should have templates for overdue payments in place. But what should you write in your email?
Here are a few things you should make clear when asking clients for payment.
Before payment is due
Sending a reminder before the due date is not a must, but it can make sense. For instance, many of our customers rely on recurring subscriptions, so it can be a good idea to remind clients of an upcoming payment.
Make sure to highlight the payment due date in the email.
invoice outstanding {#invoice_number}
Hi, {first_name}
This is a quick reminder that invoice for {service_name} is due on {date}. You can access the invoice and pay it by clicking on the following link:
{invoice_link}
Please reply to this email if you have questions or require assistance.
All the best,
{your_name}
{your_title}
When payment is due
If a payment is due today, you should let the client know in the subject line, but also attach a copy of the invoice (or allow them to download it easily).
invoice {#invoice_number} due now
Hi, {first_name}
This email is to remind you that invoice for {service_name} is due today. You can access the invoice and pay it by clicking on the following link:
{invoice_link}
Please reply to this email if you have questions or require assistance.
All the best,
{your_name}
{your_title}
For overdue payments
If you’re yet to receive your payment, you need to send a reminder. Keep it professional and friendly though because there could be many reasons for your client not paying the invoice. Maybe they forgot, maybe their card didn’t work. With that said, if your payment terms include late fees, remind your client about them.
invoice overdue {#invoice_number}
Hi, {first_name}
This is a reminder that invoice for {service_name} was due on {date}. Please make the payment as soon as possible by accessing the following link:
{invoice_link}
All the best,
{your_name}
{your_title}
Keep an eye on your process
Even if you think you’ve set up everything perfectly, that doesn’t mean your reminders will be successful. Keep an eye on them and check if they do indeed lead to overdue invoices getting paid. If not, try to understand why not.
Grow your industry knowledge
Here are a few ideas:
Are your instructions unclear? Make it easy to understand how to pay the invoice.
Do they end up in spam? If so, remove any fancy formatting and set plaintext emails.
Might clients prefer a different payment method? Offer alternative payment methods.
The last point is very important. Sometimes, clients might want to pay via a different method than what is mentioned on the invoice. This depends on your flexibility, but you should make it easy for them to make the payment.
By refining your process, you’ll decrease the work your team has to do manually in order to get these invoices; and that allows you to focus on more important tasks.
How to send payment reminders automatically
Service Provider Pro takes care of payment reminders, so you don’t have to worry about them.
There are multiple transactional emails we send, and you can configure all of them in your client portal settings:
New invoice: Sent when you issue a new invoice manually.
Upcoming payment reminder: Sent when a payment is due soon for recurring subscriptions.
Unpaid invoice reminder: Sent when an unpaid invoice exists.
For the latter, you can also configure how often a reminder is sent on a daily basis. The email also includes information about the purchased items in case the client doesn’t remember what the invoice was for.
Conclusion
When it comes to payment reminder messages, setting up a system before you send the first invoice is a guaranteed success. Ideally, your client billing software of choice has this feature so you don’t have to set up an automation.
With that said, don’t even let it come to unpaid invoices, and if they do pop up, let your system take care of them automatically. Reaching out manually to clients should be an exception, not a rule.
Hopefully, with the templates provided in this post, you’re able to write a payment reminder that is effective.