Overdue invoice chase at two, four, and six weeks
An overdue invoice chase automation checks whether an invoice is still unpaid at two, four, and six weeks late, and emails each reminder.
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Invoices go out with a due date, but late payments still turn into a calendar problem: nobody wants to check every invoice by hand and decide when to follow up. The overdue invoice chase automation starts 14 days after the invoice due date, checks whether the invoice is still unpaid, then sends the first reminder and keeps going on a set rhythm.
Each stage asks the same yes or no question, so only unpaid invoices move forward. The emails go out as “Two weeks late”, then “A month late”, then “Six weeks late”, with 14 days of waiting between each check, so the client only sees the next message if the last one didn’t close the balance.
- Trigger Starts 14 days after the invoice due date, so the first follow-up only begins once the payment is two weeks late.
- Two-week reminder Checks “Still unpaid?” and sends “Two weeks late” if the invoice balance hasn’t been settled.
- Four-week reminder Waits 14 days, checks again, then emails “A month late” only if the invoice is still unpaid.
- Six-week reminder Waits another 14 days, checks a third time, then emails “Six weeks late” when the invoice remains unpaid.
Once the automation is in your workspace, the only setup is on the invoice side: due dates need to be filled in, and each invoice needs an email address. Every step runs inside Plutio, so the checks, waits, and reminder emails don’t rely on any third-party account.
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Every step, in order
Plutio runs these 8 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: 14 days after Invoice due date
- Still unpaid?
- Remind: Two weeks late (Still unpaid? → Yes)
- Wait 14 days
- Still unpaid?
- Remind: A month late (Still unpaid? → Yes)
- Wait 14 days
- Still unpaid?
- Remind: Six weeks late (Still unpaid? → Yes)
What happens when you install it
- This automation is copied into your workspace with all 8 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, studios, and consultants who invoice for client work and need a set follow-up sequence once payments go overdue.
Questions about this automation template
How does an overdue invoice chase automation know when to start?
The trigger runs 14 days after the invoice due date. Due dates need to be set on invoices, because the timing comes from that field.
What happens if the invoice gets paid after the first reminder?
Each stage includes a “Still unpaid?” check. When the invoice is no longer unpaid, the later reminders don’t send.
How many reminders does the sequence send, and when?
The sequence can send up to three reminder emails: at two weeks late, four weeks late, and six weeks late. Each reminder only sends if the invoice is still unpaid at that point.
What do I need on an invoice for the reminders to send?
An invoice needs a due date set and an email address on the invoice. Without those, the automation can’t time the trigger or send the reminder emails.
Does this require any email or payment integration?
No third-party account is required. Every step in the automation runs inside Plutio.
Can this run on any invoice, or only new ones?
The automation triggers based on the invoice due date, so it applies to invoices that have a due date set. The reminders send based on whether the invoice is still unpaid at each check.
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