How to

How to chase outstanding invoices

If you already send invoices and still follow up from Gmail or Outlook, the work is not “create another invoice.” It is knowing who owes what, what they said, and what to send next — without scrolling sent mail every week.

01A cadence you can keep

Five steps that work when you have a pile of open invoices

Built for agencies and consultants who already use QuickBooks, Xero, or FreshBooks and still write follow-ups by hand. One or two late invoices: a template is enough.

01

Give every unpaid invoice a next date

Do not rely on remembering who you emailed last week. Before due, a short heads-up. Around due, a friendly reminder. A few days later, another. After that, something firmer — but only when you mean it.

02

Match the email to that invoice

The conversation lives in Gmail or Outlook. The amount and due date live in QuickBooks, Xero, or FreshBooks. If those stay in two piles, you will send “just checking in” on a thread that already answered you.

03

Pause when they talk

A reply, a promised date, a dispute, or “we already paid” is not a cue for the next dated reminder. Hold. If they named Friday, wait until Friday. If that day passes, that is on you — not another canned nudge.

04

Write the invoice follow-up email from what they said

Include invoice number, amount, due date, and a payment link. Then answer the last thing they actually wrote. People reply to people, not to mail from the invoicing-tool domain.

05

Know when email is no longer enough

If they have gone quiet for a long stretch, a call to AP or pausing work may be the next step. Email cadence helps you get there with a record. It does not replace the phone.

02Invoice follow-up email

What the next invoice follow-up email should do

Stay on the same thread. Name the invoice. Include a pay link. Answer their last message if they sent one. Ready-to-copy wording for before due and just after due is on the payment reminder email template page. For promised, says-paid, and after they replied, see past due invoice reminder.

Scotive does the matching and the draft: invoices from your invoicing tools, conversation from Gmail or Outlook, next email in their words. Friendly reminders can run on a schedule you approve. Firmer ones wait for a click. 30-day free trial.

Stop chasing from memory.

Connect Gmail or Outlook plus QuickBooks, Xero, or FreshBooks. Every outstanding invoice gets a state — and a next email already written.

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