Payment Due SMS Nudge
Auto-detect overdue invoices, text a polite reminder, log it to your CRM, and escalate to email if still unpaid at 48 hours.
When an invoice goes overdue, this recipe pulls the client's mobile from the CRM or accounting record, re-verifies the invoice is genuinely unpaid, and drafts a courteous SMS that names the exact invoice, amount, and due date. Every message is staged for a single human approval before it sends — nothing auto-fires and paid invoices are filtered out first. Sent reminders are logged to the client's CRM timeline, and any invoice still unpaid after 48 hours is re-checked and escalated to a polite email. Tone is friendly-first, legal-last, so the relationship stays intact while the receivable gets paid.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Pulls the overdue-invoice ledger from the connected accounting tool and buckets each invoice by days overdue.
payment scannerRe-verifies each overdue invoice against payments and credit notes so already-settled invoices are pulled out before any outreach.
reconciliation checkerResolves the best client mobile and account owner from the CRM, falling back to the accounting-record phone.
crm scannerAssembles per-invoice context — number, amount, due date, and a hosted pay link when a processor is connected.
invoice expense agentDrafts a tight, tone-tiered SMS per invoice that names the specific invoice and closes with the pay link or next step.
message writerAligns each SMS to the brand voice and strips any legal-threat phrasing from the reminder.
brand voice agentPresents the staged SMS batch as a single approval gate, enforcing quiet hours and the exception list.
payment followup orchestratorSends the approved SMS through the connected provider and logs the outreach as a CRM note with delivery receipt captured.
distributorArms the 48-hour re-check for every invoice that received an SMS without sending anything itself.
follow up reminder agentRe-queries each escalation-armed invoice at 48 hours and closes out any resolved between touches.
reconciliation checkerDrafts the firmer escalation email for invoices still genuinely unpaid past 48 hours.
email writerStages the escalation emails behind the same single approval gate before any send.
payment followup orchestratorSends approved escalation emails and appends the second collections note to the CRM record.
distributorAssembles the run receipt: reminded, skipped, escalated, resolved, and the outstanding-balance summary.
report formatterRequired Agents
11- payment-scanner
- reconciliation-checker
- crm-scanner
- invoice-expense-agent
- message-writer
- brand-voice-agent
- payment-followup-orchestrator
- distributor
- follow-up-reminder-agent
- email-writer
- report-formatter
Connections
Required
Optional
What it does
- Auto-detects overdue invoices from QuickBooks, Xero, or Zoho Books
- Re-verifies each invoice is genuinely unpaid before any outreach
- Resolves the best client mobile from CRM, falling back to the accounting record
- Drafts tone-tiered SMS reminders that name the exact invoice and amount
- Embeds a one-tap hosted pay link when a payment processor is connected
- Every SMS and email staged for single-gate human approval — never auto-sends
- Logs every reminder to the client's CRM timeline with invoice detail
- Escalates to a polite email if still unpaid after a 48-hour re-check
Example prompt
A few of my invoices in QuickBooks just went past due. Can you text those clients a polite payment reminder, note it on their HubSpot record, and follow up by email if they still haven't paid in a couple of days?
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