Decision prompt for an invoice unpaid 30 days after due
An invoice follow-up automation covers the 30-day overdue check, a 14-day pause, a decision on next steps, and reminders until the owner decides.
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An invoice goes 30 days past the due date, and the awkward part starts: chase again, offer a payment plan, send to collections, or write it off. The invoice follow-up automation starts at “30 days after Invoice due date” and carries the decision prompts and waiting periods so the next move doesn’t live in someone’s head.
The steps pause for 14 days, check “Still unpaid?”, and then put a choice on the table: “Payment plan, collections or write off”. A “Tell the owner” step makes sure the decision lands with the right person, then the automation waits 7 more days and asks again, ending on “Still undecided” if nothing gets picked.
- Trigger Starts 30 days after the invoice due date, so the follow-up begins when the invoice is officially overdue.
- Wait 14 days Holds for two weeks before the first “Still unpaid?” check, so the workflow doesn’t fire early.
- Decision prompt Offers “Payment plan, collections or write off” as the next step, then notifies the owner.
- Wait 7 days Adds a second pause and re-checks “Decided?” before ending on “Still undecided” if nobody chooses.
The automation runs off invoices, payments and receipts, which means the invoice needs a due date and an email address on it. Every step stays inside Plutio, so there’s no third-party account to connect before this can run.
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Every step, in order
Plutio runs these 7 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: 30 days after Invoice due date
- Wait 14 days
- Still unpaid?
- Payment plan, collections or write off (Still unpaid? → Yes)
- Tell the owner
- Wait 7 days
- Decided?
- Still undecided (Decided? → No)
What happens when you install it
- This automation is copied into your workspace with all 7 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, agencies, and finance admins who send invoices and need a consistent 30-days-overdue decision path.
Questions about this automation template
How do you follow up on an invoice that’s 30 days overdue?
A typical follow-up checks whether the invoice is still unpaid, then prompts a decision like a payment plan, collections, or writing it off. This automation starts exactly 30 days after the due date and keeps prompting until there’s a decision.
What do you say when an invoice is unpaid after 30 days?
Most messages restate the amount due, reference the due date, and ask for a payment date or a next step. This automation doesn’t write the email copy, but it does handle the timing and the “still unpaid?” decision points.
Do you need the client’s email address to run overdue invoice follow-ups?
Yes, this automation needs an email address on the invoice. The trigger also depends on the invoice having a due date set.
How long should you wait before sending a second overdue reminder?
The timing depends on your policy, but this workflow waits 14 days after the 30-day overdue point, then waits another 7 days before asking again. Those waits create a repeatable cadence without guessing each time.
What are the common options once an invoice is seriously overdue?
Common next steps include offering a payment plan, moving to collections, or writing the invoice off. The automation puts those options into a single decision step and routes the outcome to the owner.
Does this overdue invoice workflow require any third-party integrations?
No, every step runs inside Plutio. The only prerequisites listed are invoices with a due date and an email address on the invoice.
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