Payment reminders by email and text
A reminder that lands before the due date gets paid. One that lands in a shared accounts inbox three weeks later does not. Terms Due sends the right message at the right time, by email and by text.
Harbour Supply Co
Hi Sam, invoice 1047 for $8,420.00 was due on 12 Sep. You can pay in one tap here: termsdue.com/p/8KD2
Reminder: invoice 1047 is now 14 days overdue. New orders are paused until it is paid. Pay here: termsdue.com/p/8KD2
Paying this afternoon, sorry
A typical reminder schedule
Start from this and change any step.
| When | Channel | Message |
|---|---|---|
| 5 days before due | Friendly heads-up with the amount, due date and pay link | |
| On the due date | Email and text | Payment due today, pay in one tap |
| 7 days overdue | Email and text | Overdue notice with the invoice attached |
| 14 days overdue | Email and text | New orders paused until paid |
| 30 days overdue | Email, text and a task for you | Final notice, with late payment interest for UK buyers if you use it |
Why texts work for trade invoices
- Buyers at small shops, salons and cafes often run purchasing from their phone.
- A text is read within minutes; an email to accounts@ may wait weeks.
- Every text carries a short link to the buyer's pay-now page, so paying takes a few taps.
- Texts show your store name as the sender where the network allows it.
Voice follow-up for the oldest invoices
On the Pro plan, invoices more than 30 days overdue will get a polite automated phone call that tells the buyer the amount owed and offers to text the pay link. This is rolling out soon; Pro customers get it when it is released.
Questions
Can I edit the wording?
Yes. Every step has an editable template with fields for the buyer name, invoice number, amount, due date and pay link.
Do buyers need to opt in to texts?
Payment reminders about an existing account are service messages, but you should tell buyers in your trade terms that you may text them about payments. Every text includes a way to stop further texts.
What happens when the invoice is paid?
Reminders for that invoice stop straight away.
Related
Chasing unpaid invoices
A practical process for chasing unpaid B2B invoices: timing, tone, channels, when to stop supplying, and reminder wording you can copy.
Read moreCredit holds
Put Shopify B2B companies on credit hold automatically when an invoice is overdue or they pass their limit. New orders are blocked at checkout until they pay.
Read moreStatements and pay-now page
Send monthly statements to Shopify B2B buyers and give them one page to see and pay every open invoice. Payments are recorded back on the Shopify orders.
Read moreStop chasing wholesale invoices by hand
Install Terms Due, set a credit limit for each buyer and let the app hold, remind and collect.
Install on Shopify