3 days before due (due list)Utility
invoice_upcoming_v1Hi {{first_name}}, a friendly reminder that invoice {{invoice_no}} for {{amount}} is due {{due_date}}. Pay here: {{pay_link}}
SALES USE CASE
Get paid sooner, without the awkward calls.
Send friendly reminders before and after an invoice is due, with the amount and your payment link, straight from your accounting export.
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Hi Sarah, a friendly reminder that invoice INV-3082 for $1,240.00 is due 5 Oct. Pay here: northline.co/pay/3082
10:02 amPaid just now, thanks!
10:14 am ✓✓Thanks Daniel, received.
10:15 amMessage
Sheet · Renews in 14 days
Illustrative example. Names and details are made up.
FOR RENEWALS AND ACCOUNTS
Reach people before the date passes.
Renewal and payment dates are already in your sheet. Each one can start a timely, polite reminder.
- Team
- Sales
- Starts from
- Google Sheets · Zapier
- Goal
- Invoices paid sooner, with less time spent chasing.
- Meta category
- Utility
IN PRACTICE
Nobody enjoys chasing money, so it gets put off. Friendly, factual reminders before and after the due date, each with the amount and your payment link, get most invoices paid without a phone call, and the journey stops the moment the invoice is marked paid.
THE JOURNEY
How it runs.
- Starts when
- Your accounting tool’s export (or a Zapier connection) adds invoices to a sheet with due dates.
- Stops when
- Invoice marked paid in the sheet, reply received, or the escalation step reached.
- Before due A courtesy reminder three days before the due date.
- On due A reminder on the due date with the payment link.
- Overdue A firmer, still friendly reminder a week after.
- Escalate If still unpaid, notify your team to call.
SHEET TRIGGERNew Sheet Row
SEND MESSAGEinvoice_upcoming_v1
END FLOWEnd Flow
Styled like ConvoHut’s flow builder. Every node is editable.
THE FULL PLAYBOOK
Everything you need to launch it.
The exact messages, the sheet, the build and the rules.
7 days overdue (due list)Utility
invoice_overdue_v1Hi {{first_name}}, invoice {{invoice_no}} for {{amount}} is now overdue. You can pay here: {{pay_link}}, or reply if there’s a problem.
Paid alreadyI have a question
Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.
Payment and invoice reminders · example sheet
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | first_name | phone | invoice_no | amount | due_date | status |
| 2 | Daniel | +61 4•• ••• | INV-3301 | $480.00 | 3 Oct | unpaid |
| 3 | Grace | +61 4•• ••• | INV-3302 | $1,120.00 | 3 Oct | unpaid |
| 4 | Yusuf | +61 4•• ••• | INV-3290 | $260.00 | 24 Sep | overdue |
Only the phone column is required. The highlighted row is the newest: adding it starts the journey. Example data only.
- TriggerNew Sheet Row
Your accounting export adds invoices due in 3 days to one tab.
- Send Messageinvoice_upcoming_v1
- End Flow
- TriggerNew Sheet Row
A second tab for invoices 7 days overdue.
- Send Messageinvoice_overdue_v1
- Wait for ReplyTimeout: 3 days
- Notify MeOn reply or timeout
Accounts calls if still unpaid.
- End Flow
On reply
Accounts is notified to confirm payment or resolve the question.
On timeout
Accounts is notified to follow up by phone.
On opt-out
The contact leaves the journey straight away and is excluded from future marketing messages.
Mistakes to avoid
- Sending without the amount or a payment link.
- Chasing an invoice that was paid yesterday.
- A tone that sounds like a debt collector.
The moment
Twelve invoices are overdue and nobody wants to ring customers about money.
Chasing payments is uncomfortable and time-consuming, so it gets put off, and cash flow suffers.
Data you need
- First name
- WhatsApp number
- Invoice number
- Amount
- Due date
- Payment link
Measure
- Invoices reminded
- Paid within 7 days of reminder
- Average days overdue
- Replies needing attention
Good practice
- Be friendly and factual.
- Always include the amount and a way to pay.
- Stop immediately once paid.
Works for
Free PDF- Trades and field services
- Schools and course providers
- Clubs and memberships
- B2B suppliers
Payment and invoice reminders playbook
Journey, sample messages, setup checklist and metrics.
Download ↓FAQ
Questions.
Is it OK to send payment reminders on WhatsApp?
Payment reminders for a specific invoice are a common utility use, sent to customers who have agreed to receive messages from you.
Can ConvoHut take payments?
No. Include your existing payment link, such as your accounting tool’s invoice link.
Who owns the number and the data?
You do. ConvoHut connects to your own WhatsApp Business Account, and Meta bills messages to you with no ConvoHut markup.
RELATED
Often used together.
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Google Sheets · ZapierSee the journey →SalesRenewal reminders
Remind customers before a membership, policy, subscription or registration expires, with one tap to renew or a reply to ask questions.
Google Sheets · ZapierSee the journey →SupportService due and recall reminders
Remind customers when a service, check-up or maintenance visit is due, with a link to book or a reply to arrange a time.
Google Sheets · ZapierSee the journey →IN THE APP
How this runs in ConvoHut.
A new row or form entry starts the journey, then replies decide the next step.
A journey running step by step
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