Invoice Overdue Notice for Financial Services

# Invoice Overdue Notice - Financial Services

## Purpose
Automate at 7, 14, and 30 days past due to improve cash flow and reduce time spent chasing payments manually.

## When to Use
A firm yet professional overdue invoice reminder that escalates in tone across three stages: gentle, firm, and final notice.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Xero or QuickBooks)

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Subject: Payment reminder - Invoice [Invoice Number] is now overdue

Hi [Client Name],

I hope you are well. I am writing to let you know that Invoice [Invoice Number], issued on [Invoice Date] for the amount of $[Amount] (inc. GST), was due for payment on [Due Date] and is now [Number] days overdue.

**Invoice Summary:**
- Invoice Number: [Invoice Number]
- Description: [Brief Description of Services/Products]
- Amount Due: $[Amount]
- Original Due Date: [Due Date]
- Days Overdue: [Number]

We understand that payments can sometimes be overlooked, and we would appreciate it if you could arrange payment at your earliest convenience. For your reference, our payment details are:

**Bank Details:**
- Account Name: [Company Name]
- BSB: [BSB Number]
- Account Number: [Account Number]
- Reference: [Invoice Number]

Alternatively, you can pay online via [Payment Link].

If you have already made this payment, please disregard this reminder and accept our thanks. If there are any issues with the invoice or you need to discuss a payment arrangement, please contact me directly so we can find a solution that works for both parties.

We value your business and want to keep our relationship on solid footing.

Kind regards,

[Your Name]
[Your Title]
[Company Name]
[Phone Number]
[Email Address]

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**Complexity:** intermediate | **Setup time:** 10 minutes | **Tools:** Xero, QuickBooks, Zapier

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.