My invoice follow-up process is getting chaotic. I miss payment dates, forget reminders, and sometimes even check on the same client multiple times.
I’m curious if a more structured workflow could help minimize these errors with unpaid invoices.
I keep it simple and use a checklist.
Use a simple spreadsheet to track invoices. List the invoice dates, amounts, and due dates. Include a column for follow-up status. Review it weekly to stay on track. Send the first reminder at 7 days past due, the second at 14 days, and a final notice at 21 days. Mark tasks as you complete them. It only takes about 20 minutes each week but keeps things organized.
Write down payment dates when you send invoices. Makes it harder to forget stuff later.