Choose payment reminders based on days relative to an invoice’s due date, with clear escalation stages and contact limits. Identify invoices that need human review and stop reminders once payment is recorded.
Aging buckets, reminder tiers, and dunning cadence for chasing overdue invoices. Load this before deciding what reminder an invoice gets so you message consistently and don't over-contact a customer.
Review the instructions the agent will receive before you install.
Rules for turning an invoice's age and balance into the right action.
Measure age from the invoice due date (not issue date).
| Bucket | Age (days past due) | Reminder tier |
|---|---|---|
| Upcoming | −7 to 0 | Courtesy notice |
| Just overdue | 1 to 7 | First reminder |
| Overdue | 8 to 30 | Second reminder |
| Seriously late | 31 to 60 | Final notice |
| Delinquent | 61+ | Hold for human |
Regardless of bucket, do not send and hand off to a person when the invoice is:
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