PAYMENT FOLLOW-UP SEQUENCE — SideLedger Collections Edition ============================================================ Aligns with SideLedger Pro Collections buckets: • Due today / Upcoming — no chase yet • Late (1–14 days overdue) — friendly → firm • Very late (15+ days) — final notice Include the 48-hour grace line on EVERY payment email (see email-scripts.txt). ── BEFORE DUE (optional, 3 days out) ──────────────────────────── Subject: Invoice #[number] due [date] Hi [Name], Friendly heads-up — Invoice #[number] for $[amount] is due on [date]. Payment link: [link] [Your name] ── LATE: 1–3 DAYS (Friendly — SideLedger "Friendly reminder") ───── Subject: Quick reminder — Invoice #[number] Hi [Name], Hope you're well! Invoice #[number] for $[amount] was due on [date]. If you've already sent payment in the last 48 hours, please disregard — thank you! Payment link: [link] [Your name] ── LATE: 7 DAYS (Firm — SideLedger "Firm follow-up") ───────────── Subject: Payment overdue — Invoice #[number] Hi [Name], Following up on Invoice #[number] ($[amount]), now 7 days overdue. Please confirm when I can expect payment, or let me know if there's an issue to resolve. 48-hour grace: if you paid recently, reply with confirmation so I can update my records. [Your name] ── VERY LATE: 15+ DAYS (Final — SideLedger "Final notice") ──────── Subject: Final notice — Invoice #[number] Hi [Name], Final notice: Invoice #[number] for $[amount] is now [X] days past due. Please remit within 5 business days. If payment was sent, reply with confirmation and date so I can close this out. I'll need to pause ongoing work until the account is current. [Your name] ── AFTER 30 DAYS (collections playbook — see collections-playbook.txt) ── ── RULES THAT PREVENT CHASE EMAILS ──────────────────────────────── ✓ Invoice same day you deliver — delay kills cash flow ✓ Require 50% upfront on projects over $1,000 ✓ Use Net 14 max for new clients; Net 30 only for trusted accounts ✓ Mark invoices PAID in SideLedger when payment lands ✓ Pro Collections dashboard: [your-site]/collections.html ── SIDELEDGER PRO SMART CHASE ───────────────────────────────────── One-click email drafts from Collections page — tier auto-selected by how overdue the invoice is. Copy/paste or use mailto link. Elite automation sends weekday reminders with grace note built in.