Automate Invoice Reminders to Get Paid Faster with Jobber

Chasing down late payments is a major headache for any business owner. It's time-consuming, awkward, and can put a strain on client relationships. But what if you could automate the process and get paid faster without lifting a finger?

With ToolDesk, you can set up automated invoice reminder sequences in Jobber that gently nudge clients to pay on time. Here's how it works:

Trigger a Sequence of Reminders:

ToolDesk allows you to trigger a series of SMS and email reminders based on how long an invoice has been outstanding. For example, you could set up the following sequence:

• Day 1 after the due date: Send a friendly email reminder with a link to the invoice.
• Day 3 after the due date: Send an SMS reminder with a brief message like, "Hi, just a friendly reminder that invoice is due. You can view and pay it here:"
• Day 7 after the due date: Send another email reminder, this time with a slightly firmer tone, reiterating the payment terms and any late fees.
• Day 14 after the due date: Send a final SMS reminder, offering to set up a payment plan if needed.

Customize Your Messages:

You can customize the content of each reminder to match your brand voice and client relationships. Keep the tone professional and courteous, but don't be afraid to be assertive when necessary.

Benefits of Automated Invoice Reminders:

• Improved Cash Flow: Get paid faster and reduce the number of overdue invoices.
• Reduced Admin Time: Save time and effort by automating the reminder process.
• Better Client Relationships: Maintain positive client relationships by avoiding awkward payment conversations.
• Increased Professionalism: Project a professional image with automated, consistent reminders.

Get Started with ToolDesk:

Ready to automate your invoice reminders and get paid faster? Book a demo of ToolDesk today and see how it can streamline your invoicing process and improve your cash flow.

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