Automatic overdue reminders
Nobody likes chasing payments. Surfacely does it for you — automatically, on a schedule, and in a tone that keeps the relationship intact.
How it works
Every day, Surfacely checks every sent invoice. If an invoice is past its due date, it's marked overdue. Two automated reminder emails then go out:
- Day 1 after due date — gentle nudge. "Just a reminder that your invoice is now due."
- Day 7 after due date — firmer, still polite. "It appears this invoice hasn't been paid yet."
Both are sent from your branded email, with the pay link, the amount in $, and the invoice PDF attached.
What stops the reminders
Any of: payment recorded (automatic via Stripe, or manual), invoice voided, project archived. Once an invoice moves out of overdue status, no further reminders fire for it.
Your pipeline view
Overdue invoices show up visually in the project list and on the project hub. You can see at a glance which clients are behind and decide whether a personal call is warranted.
Why it matters: "I forgot about it, sorry" is the most common reason clients pay late. Automated reminders fix 70–80% of those cases without you lifting a finger — and the ones that don't respond to the reminders are the ones that justify a personal follow-up call.
Tip: if a client consistently ignores reminders, consider requiring a larger deposit on their next job. Your terms protect you — use them.