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Templates / Automation

Invoice overdue reminder

This free invoice overdue reminder automation chases late payments so you do not have to. Three days after an invoice passes its due date, it checks whether the invoice is still unpaid and sends the client a polite reminder email. Two weeks later it checks again, and if the invoice is still open it sends a firmer second reminder. The moment the client pays, the automation stops on its own.

Both emails are editable in the automation builder, and smart fields drop in the client name, the amount and the due date, so every reminder reads as if you wrote it. The wait between reminders is a step of its own, which means the schedule bends to your payment terms without rebuilding anything.

Chasing invoices is the work everyone puts off. This automation template makes it a system instead of a chore. If you charge for paying late, the free late fee calculator works out what to add.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

Every step, in order

Plutio runs these 5 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: 3 days after an invoice becomes overdue

  1. Is the invoice still unpaid?
  2. Email the client a polite reminder
  3. Wait 14 days
  4. Is the invoice still unpaid?
  5. Email a firmer second reminder

What happens when you install it

  • This automation is copied into your workspace with all 5 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.

Language:

EN

Trigger:

Invoice

Steps:

5

Last updated:

April 2026

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