DueSparrow / Examples of following up on unpaid invoices. DUESPARROW / EXAMPLES 04 — 02
Examples of following up on unpaid invoices. DueSparrow helps freelancers and small agencies track unpaid invoices. Record payments and promised dates, then prepare a polite message to check and send yourself.
d. 01
EXAMPLE / 4 STEPS Record the payment and ask about the amount still left to pay.
Check the receipt before entering it Keep the opening balance separate Review the current conversation Read the full example ↗ TRY THIS SITUATION An invoice is $4,500 and checked payments total $1,500. The remaining balance is $3,000. The next draft refers to $3,000, while the payment ledger retains the receipt context.
Illustrative example 02
EXAMPLE / 4 STEPS Keep track of the agreed date and check whether the payment arrives.
Record a specific date Let the current promise guide the queue Use installments when there is an agreed sequence Read the full example ↗ TRY THIS SITUATION A client promises the remaining $3,000 on Friday. The outstanding balance remains $3,000 until a payment is checked and recorded. Before Friday, the invoice belongs in the promises view.
Illustrative example 03
EXAMPLE / 4 STEPS Put ordinary reminders on hold while you discuss the issue.
Record what is being discussed Place the invoice on hold Agree on the next useful action Read the full example ↗ TRY THIS SITUATION The client asks why an added milestone appears on the invoice. Hold the ordinary reminder, locate the relevant approval and discuss that item. Record the agreed outcome before asking about payment timing.
Illustrative example PUT IT TO WORK Write your next payment reminder. Use the free tool with your own details. Download what you make. Create an account if you want to keep your work online.