Invoice Reminders

Timely payment reminders help reduce late payments and improve cash flow. DrillerDB provides both automated reminder systems and manual follow-up tools to help you collect payment efficiently.

Automated Reminder Schedule

Configure automated reminders to send at strategic times:

• Pre-Due Reminder - 3-7 days before due date
• Due Date Reminder - On the invoice due date
• First Overdue - 3-7 days after due date
• Second Overdue - 14-21 days after due date
• Final Notice - 30+ days after due date

Each reminder level increases in urgency while maintaining professional communication. You can customize the timing and content of each reminder level to match your collection policies.

Reminder Settings

Control reminder behavior in your company settings:

• Enable or disable automated reminders globally
• Set number of days for each reminder stage
• Customize email templates for each reminder level
• Exclude specific customers from automated reminders
• Pause reminders during payment negotiations

These settings give you flexibility to balance automation with personal customer relationships.

Reminder Email Content

Reminder emails include:

• Friendly greeting with customer name
• Invoice number, date, and amount due
• Number of days overdue (if applicable)
• Direct link to view and pay the invoice
• Your contact information for questions
• Payment instructions and accepted methods

The tone progresses from gentle reminder to firmer collection language as invoices age. All emails remain professional and brand-consistent.

Manual Reminders

Send one-time manual reminders when needed:

1. Open an unpaid invoice
2. Click "Send Reminder"
3. Review or customize the message
4. Send immediately or schedule for later

Manual reminders are useful for high-value invoices, special circumstances, or when you want to add a personal touch.

Reminder Tracking

Track all reminder activity for each invoice:

• Date and time of each reminder sent
• Email open and click tracking
• Customer responses or inquiries
• Payment activity following reminders

This history helps you understand reminder effectiveness and adjust your strategy. It also provides documentation of collection efforts if disputes arise.

Reminder Escalation

As invoices age, consider escalating beyond automated reminders:

• Personal phone calls for large balances
• Registered mail for formal notice
• Account hold or service suspension
• Collection agency referral
• Legal action as last resort

DrillerDB helps you identify which invoices need escalation through aging reports and overdue dashboards.

Customer Communication

Beyond automated reminders, maintain good customer communication:

• Respond promptly to payment inquiries
• Address disputes or concerns quickly
• Offer payment plans for financial hardship
• Document all collection conversations
• Keep notes on customer payment patterns

Building strong relationships reduces late payments and makes collection easier when issues arise.

Reminder Best Practices

Optimize your reminder strategy:

• Start reminders before the due date
• Keep messages polite and professional
• Provide easy payment options
• Be consistent across all customers
• Track which reminder timing works best
• Adjust frequency based on customer response

Regular review of reminder performance helps you refine your approach and improve collection rates over time.