Clients & getting work done

Follow up on an overdue invoice

Reviewed: 2026-10-15

Check the current balance before preparing a reminder. A message should reflect verified records.

Step-by-step guide

1. Open Today → Guide me and select the unpaid-invoice follow-up goal.
2. Choose the customer and a currently outstanding invoice. Review payments already received and the remaining balance.
3. Review the prepared reminder, due date, amount and reply address. Save the draft.
4. Send only through the approved communication workflow after review. A draft alone does not contact the customer.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.