Automated Payment Collection for Contractors
When an invoice is sent, the system follows up automatically with payment collection emails until it's paid — so you're never in the position of chasing a customer for money.
The Invoice Went Out. The Money Didn't Come In.
You did the work. The invoice went out. Two weeks later, nothing. You're not sure if they got it, forgot about it, or are avoiding you.
Asking for payment feels awkward. So you wait a little longer. Then a little more. Thirty days out, you're owed money you've already spent on materials and labor.
This isn't a cash flow problem — it's a follow-up problem.
How Invoice & Payment Follow-Up Works for Your Business
When an invoice is sent, the system automatically follows up on a set schedule until payment is received. Friendly reminders — not demands — that keep the invoice top of mind without burning the relationship.
Multiple touches, escalating gently over time. Each message goes out automatically. The sequence stops the moment payment is confirmed.
You get your money faster. You never have to make an awkward call. And the customer relationship stays intact.
What’s Included
- Automatic follow-up triggered when invoice is sent
- Multiple payment collection emails on a set schedule
- Friendly tone that preserves the customer relationship
- Sequence stops immediately when payment is received
- Works for partial payments and final balances
Three Steps. Zero Manual Work.
Invoice is sent
The moment an invoice goes out, the follow-up sequence is queued automatically.
Payment collection emails go out on schedule
Friendly reminders at set intervals — day 3, day 7, day 14, and beyond if needed. Each one professional and non-confrontational.
Sequence stops at payment
The moment payment is confirmed, all reminders stop. Clean close, no overlap.
This Automation Is Part of the Growth Package
Invoice & Payment Follow-Up is included in the Growth Package — full automation from lead to payment. It includes everything in the Minimum Package, plus five additional automations.
Everything in Minimum, plus booking, onboarding, referrals, and payment follow-up.
Get StartedCommon Questions
What is a payment collection email?
A professional, friendly email sent automatically when an invoice is unpaid past a set number of days — reminding the customer without you having to make an awkward call or send a manual message.
How many reminders does the system send?
The sequence typically sends 3–5 reminders at set intervals, escalating gently. It stops the moment payment is received. You can customize the timing and number of touches.
Will chasing payment damage my customer relationships?
The messages are professionally written and friendly in tone. Most customers appreciate the reminder — they're often just busy, not avoiding you. The system chases so you don't have to.
What if a customer has already paid?
The system stops automatically when payment is confirmed. No reminders go out after payment — no awkward overlap.
Does this work for partial payments?
Yes. The system can be set up to track partial payment milestones and follow up on remaining balances separately — so you always know what's outstanding and what's been collected.
Works Best Alongside
Pipeline Tracking Board
A simple visual board that shows every lead and job in your pipeline — from first call to completed job — so nothing gets dropped.
Reporting Dashboard
A simple dashboard that shows exactly how your leads, jobs, and revenue are performing — so you always know where your business stands.
New Customer Onboarding
When a job is sold, the system sends a welcome message, sets expectations, and keeps the customer informed — following client onboarding best practices automatically.
Let’s Set Up Your Invoice & Payment Follow-Up System
Book a 30-minute call. We’ll walk through your current process, show you exactly where leads are falling through, and build a system that runs without you managing it.
Book a Strategy Call