Introduction
This template automates reminder emails to help you collect customer payments on time—improving cash flow, reducing aging receivables, and minimizing manual follow-up.
How this template works
- A Finance Agent identifies customer invoices that are overdue or coming due.
- The agent generates and sends a reminder email listing those invoices.
Why you should use a Send Payment Reminders template
It streamlines the collections process, speeds up cash inflow, reduces overdue invoices, and saves your team time.
Who should use a Send Payment Reminders template
Ideal for Accounts Receivable teams, finance leads, founders, and operations managers responsible for collecting customer payments and maintaining financial health.