Late Payment Reminders Are Now a One-Step Process
Chasing late payments is already uncomfortable. Having to manually send an email, fire off a text, log a note, and create a pipeline entry makes it worse. The Late Payment Reminder workflow handles all of that from a single form submission.
What's New: Automated Late Payment Reminders
One Form, Four Actions
When you submit the Late Payment Reminder form, the workflow triggers four things automatically:
Email reminder sent to the client using the default template
Text message sent simultaneously alongside the email
Account note added to the client's record documenting the outreach
Late payment opportunity created in the Service Pipeline for tracking
Nothing gets missed. Nothing has to be done manually after you hit submit.
How to Use It
Step 1: Access the Workflow
Navigate to the Service section of the platform
Open the Service dropdown
Select Late Payment Reminder
Step 2: Submit the Form
Fill out the payment reminder form and submit. This is the only manual step — everything else runs automatically.
Step 3: Let the Workflow Run
The system will:
Send the email using the Late Payment Reminder template
Send a text message to the client
Log a note on the account
Create an opportunity in the Service Pipeline
Customizing the Templates
The default templates are functional and professional, but if you want to adjust the language:
Go to Message Templates
Search for "Late"
Open Payment Reminder Email and edit as needed
Save your changes — they'll apply to all future submissions
The same process applies to the text message template if you want to customize that as well.
One Important Limitation
This workflow is designed for one-off reminders only. It does not send follow-up sequences, countdowns, or escalating reminders. If a client still hasn't paid after the initial outreach, any additional follow-up is a separate manual step.
If you're expecting automated multi-touch follow-up, this workflow won't do that — and trying to build that on top of this one without understanding the full structure could cause problems. Keep it simple: one submission, one reminder cycle.
Why This Matters
Late payments without documentation create gaps. Without a logged note and a pipeline entry, there's no record of when the reminder was sent or whether the issue was resolved. The workflow solves that by making the documentation automatic — every late payment reminder is tracked the same way, every time, regardless of who submits the form.
What's Next?
The current workflow covers the initial reminder. Future updates may add follow-up sequences for clients who don't respond. For now, use the pipeline opportunity to track status manually after the first reminder goes out.
Want to see this in action? Watch the full walkthrough video here.