Invoice reminder 3 days before the due date
An invoice reminder 3 days before the due date checks whether the invoice is still unpaid, then emails the client a heads-up.
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An invoice goes out with a due date, and then the chasing starts before the date even hits. The invoice reminder 3 days before the due date automation covers that gap by checking the invoice status three days before it’s due and only sending a message when the balance still hasn’t been paid.
The automation runs in two steps: Still unpaid? acts as the gate, so a paid invoice doesn’t trigger a nudge, and Give the client a heads-up sends the reminder to the email address on the invoice. The whole flow stays inside Plutio, which means there’s no third-party account to connect before it can run.
- Trigger Runs 3 days before the invoice due date, so the reminder lands before the payment deadline.
- Still unpaid? Checks the invoice status and only continues when the invoice hasn’t been paid.
- Give the client a heads-up Emails the reminder using the email address saved on the invoice.
Once the automation is in your workspace, you point it at invoices that have a due date and an email address set. From there, the reminder goes out three days before the due date when the invoice is still unpaid, and nothing sends when payment’s already in.
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Every step, in order
Plutio runs these 2 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 before Invoice due date
- Still unpaid?
- Give the client a heads-up (Still unpaid? → Yes)
What happens when you install it
- This automation is copied into your workspace with all 2 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 agencies sending client invoices who want a pre-due-date reminder to go out without manual follow-ups.
Questions about this automation template
How do you send a reminder 3 days before an invoice is due?
You use an automation that triggers three days before the invoice due date, checks whether the invoice is still unpaid, and then emails the client. The due date and an email address need to be present on the invoice.
Will the reminder send if the invoice is already paid?
No. The automation checks “Still unpaid?” first and only sends the email when the invoice hasn’t been paid.
What do I need set up for an invoice reminder automation to work?
The invoices need a due date and an email address on the invoice. The automation runs entirely inside Plutio, so there’s no third-party account to connect.
Where does the reminder email address come from?
The automation uses the email address saved on the invoice. If the invoice doesn’t have an email address, the reminder won’t have a recipient.
Does this work without connecting Gmail or another email service?
Yes. Every step in the automation runs inside Plutio, so it doesn’t rely on a third-party account.
What triggers an invoice reminder before the due date?
The trigger is “3 days before Invoice due date.” When that moment arrives, the automation checks the invoice’s payment status and sends the reminder only if it’s still unpaid.
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