Billing & Revenue
Overdue invoice text after service
After each completed visit, send a separate, friendly text about open invoices — at the moment the customer just received service.
Where to access
Settings → Email & messaging → Service report design → SMS delivery.
Related
How it works
- Turn on Overdue invoice SMS after visit.
- Choose which invoices qualify: overdue only or open and overdue, and set how many days past due count.
- Set a client cooldown (for example 7 days) so weekly routes do not repeat the same text every visit.
- Customize the message template with the customer name, balance, due date and pay link placeholders.
- Make sure customers have a phone number on file and invoices have an online pay link.
- Optionally turn on Copy SMS to manager so the office receives a prefixed copy identifying the customer.
Tips
- This text is separate from the service report link — customers may receive two messages when both are enabled.
- A warm thank-you plus a gentle reminder often works better than a cold collections tone.
- This complements scheduled email reminders; it does not replace them.
- With Copy SMS to manager enabled, the manager sees which customer received the billing reminder.