Invoice chasing email checklist

Before sending

• Invoice number, amount, due date, and payment route are correct.
• Check whether a payment, deposit, partial payment, or credit note already exists.
• Choose the right stage: before due, due today, 7 days overdue, 14 days overdue, or final notice.

Email structure

1. Use the invoice number in the subject line.
2. State the amount and due date.
3. Give one clear payment action.
4. Ask for a payment date if payment cannot be made now.
5. Record the message against the client and invoice.