Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Getting paid
Invoice email templates that get answers without awkward follow-up.
Most late invoices are not refusal — they are friction and forgetfulness. These templates keep the tone professional and the ask clear at every stage, from the first send to the final notice.
Reviewed
In short
Send the invoice with a short message naming the deliverable and due date. Remind once politely before the due date, again firmly a few days after it passes, and close with a final notice that states the next step. Keep every message short, specific, and attached to the same invoice number.
The send
Keep the first message two or three lines: what the invoice covers, the amount, the due date, and the payment link.
- Subject: Invoice 26-4 — Brand refresh, due August 7
- Hi Maya — attached is invoice 26-4 for the brand refresh package. The total is $2,400, due August 7. You can review and pay it here: [payment link]. Thanks — it was a pleasure working on this.
The friendly reminder (before the due date)
One short nudge a few days ahead is normal business, not pressure. Restate the invoice number and the link.
- Subject: Quick note on invoice 26-4
- Hi Maya — a quick note that invoice 26-4 for $2,400 is due this Friday, August 7. Here is the link to review and pay: [payment link]. Happy to answer anything.
The overdue nudge (3–7 days late)
Stay factual and assume the best. Name the invoice, the amount, the passed due date, and ask what is needed to close it.
- Subject: Invoice 26-4 — now past due
- Hi Maya — invoice 26-4 for $2,400 was due August 7 and is still open. Could you let me know when to expect payment? The link is here if helpful: [payment link].
The final notice (14+ days late)
Short, calm, and concrete. State the invoice, the overdue period, and what happens next — a call, a pause on work, or the terms you set in the proposal.
- Subject: Final note on invoice 26-4
- Hi Maya — invoice 26-4 for $2,400 is now two weeks past due. Please arrange payment by August 21 or contact me to agree on a plan. Per our agreement, work on the next phase pauses until the balance is settled.
FAQ
Common questions
How many reminders should I send before escalating?
A common rhythm is a pre-due reminder, an overdue nudge inside the first week, and a final notice around two weeks. Three to four touches, each shorter and more direct than the last, is professional and effective.
Should reminders be automated?
Yes — automation removes the awkwardness and the forgetting. Workspace369 workflow automations can send invoice follow-up emails and SMS on a schedule, branching on whether the invoice is still unpaid, and create a task for a person when it is time to call.
Email or SMS for payment reminders?
Both work; SMS gets noticed faster for time-sensitive nudges. Keep SMS shorter than email and include the same payment link. Workspace369 can run both channels in the same follow-up sequence.
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
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