The payoff
Less chasing. More purposeful collections.
Automating pre-due and post-due reminders keeps cash
flowing — so the team can focus on accounts that actually need attention.
Receivables recipes / Early payment reminders
Reduce DSO with early payment reminders
Remind customers before an invoice is due, and follow up when it isn’t paid.
What changes for the team
Automate payment reminders
so your team can focus on high-value tasks
Keep cash flowing
by shortening the gap between invoice due date and payment
Reduce manual chasing
by putting routine offline follow-ups on an automated journey
Start with how your team already works.
STEP 01
Create an offline collection journey
Create a reminder sequence for customers who pay by bank transfer, ACH, or other offline methods. Chargebee Receivables already holds their payment information, so there’s nothing to export or check.
Group offline customers into one sequence, or split them by payment method. Then set when reminders go out, before and after the due date.
Dunning ruleOffline
Is Auto Collection on for this invoice?
RULE
Reminders - Offline Dunning
APPLIES TO
Bank transfer, wire, and similar methods
INVOICE
Status includes Posted, Payment Due, Not Paid
STEP 02
Start the conversation before the invoice is overdue
Don’t wait for a payment to go late. An early reminder keeps the invoice on the customer’s radar while there’s still time to pay.
Pick a phase to see what the customer receives. For example: Before due date → friendly reminder · Due date → payment due reminder · After due date → overdue follow-up · Still unpaid → stronger follow-up or escalation.
Reminder sequenceBefore due date
3 days before the due date
Friendly reminder
Sent before the invoice becomes due, so the customer can start the payment in time.
STEP 03
Make every reminder actionable
Give customers a clear next step in every reminder. Include the invoice details, amount due, due date, and a payment link so they can pay without having to search for the invoice.
Due soon + high-value account: Send a targeted reminder, with a limited-time coupon for paying early where it makes sense. Also give them the other actions they may need, such as changing their payment method if they want to switch from an offline method to a card or another available option.
Reminder emailStandard
Your invoice is due soon
Hi Northstar team, a friendly reminder that your invoice is coming up for payment.
Invoice INV-1042
Amount due $12,000
Due date October 15, 2026
Customer Northstar Labs
Pay invoiceChange payment method
STEP 04
Escalate when payment is still not received
If the follow-up after the due date doesn’t get paid, escalate the account and bring in the relevant stakeholders.
If a customer replies, Receivables handles it: a reply that needs attention pauses automated reminders and moves the account to the collector’s queue.
Escalation2 selected
Choose who to include in the escalation email
Escalate to 2 contacts
The escalation email goes to the AP manager and Finance lead, with the invoice details and overdue amount.
Reminders pausedEmail draftedSent to contacts
Make every reminder count
The best reminder stops an invoice from going overdue. For high-value accounts, a limited-time early-payment coupon can help.
“Your invoice is due” creates awareness. Add a clear way to pay so the customer doesn’t have to search.
Offline payments can take time to show up. Check payment status so you don’t chase customers who have already paid.
Keep the standard journey simple. Create targeted campaigns only where invoice value, payment terms, or behavior justify them.
Start building
Automate payment reminders
Keep payment follow-ups moving, without the manual work.