Call the client when an invoice becomes overdue
An invoice overdue automation covers the follow-up steps after a due date passes, from calling the client to holding new work if payment still hasn’t arrived.
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An invoice goes overdue, and the next week turns into awkward back-and-forth, half reminders, and more work going out anyway. This invoice overdue automation gives that moment a set path: call the client, wait a week, confirm it’s still unpaid, then pause new work until the balance is settled.
The automation starts at “When Invoice is overdue”, so the follow-up begins as soon as the due date passes. The steps keep the message simple and consistent, and the decision point, “Still unpaid a week on?”, makes the final step clear so the client hears one thing: payment comes first before anything new moves forward.
- Trigger Starts when an invoice becomes overdue, so the follow-up begins right after the due date passes.
- Call the client about it Creates a call step so the first contact happens as a conversation, not another written reminder.
- Wait 7 days Builds in a one-week gap before the next check, so the cadence stays consistent.
- Still unpaid a week on? Adds a decision check that routes the outcome based on whether payment has arrived.
- Hold new work until it is paid Stops new work from moving ahead until the overdue invoice is paid.
Once the automation is in your workspace, you check the invoice has an email address, then you turn it on and let it run inside Plutio with no third-party account needed.
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Every step, in order
Plutio runs these 4 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Invoice is overdue
- Call the client about it
- Wait 7 days
- Still unpaid a week on?
- Hold new work until it is paid (Still unpaid a week on? → Yes)
What happens when you install it
- This automation is copied into your workspace with all 4 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Freelancers and studios that send invoices and need a consistent way to chase overdue payments before taking on more work.
Questions about this automation template
What happens when an invoice becomes overdue?
The automation starts at the moment the invoice hits overdue status. The first step is a prompt to call the client about the unpaid invoice.
Does this automation wait before following up again?
The steps include a “Wait 7 days” delay. After the week passes, the automation checks whether the invoice is still unpaid.
What does the “Still unpaid a week on?” step do?
That step acts as a decision point after the 7-day wait. It determines whether the automation continues to the hold step based on whether payment has arrived.
Can the automation stop new work when an invoice isn’t paid?
Yes, the last step is “Hold new work until it is paid”. The automation applies that hold when the invoice remains unpaid after the week-long wait and check.
What information has to be on the invoice for this to run?
The invoice needs an email address. That’s the only requirement listed for the automation to run as written.
Do I need any external integrations to use this automation?
No third-party account is required. Every step runs inside Plutio.
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