ENB Technologies Log inStart free

Email templates › Automation workflows › Invoice reminders: email + WhatsApp

Sell more

Invoice reminders: email + WhatsApp automation

Started by your billing system: email the invoice, remind on WhatsApp if unpaid, then send an overdue notice. Get paid faster with polite reminders on the channel customers check most.

Use this workflow free

How it works

Starts from your website, shop or app (API), or by hand. 1 email + 2 WhatsApp over 7 days.

  1. Day 0: send “Your invoice is ready”
    Design: Payment reminder template
  2. Wait 3 days
  3. Only continue if the contact doesn’t have the tag “paid” (for example, hasn’t bought yet)
    Everyone else leaves the sequence here.
  4. Day 3: send the WhatsApp message “Invoice due reminder”
    Template: Invoice due reminder WhatsApp template
  5. Wait 4 days
  6. Only continue if the contact doesn’t have the tag “paid” (for example, hasn’t bought yet)
    Everyone else leaves the sequence here.
  7. Day 7: send the WhatsApp message “Payment overdue”
    Template: Payment overdue WhatsApp template

Frequently asked questions

What is an invoice reminders: email + whatsapp automation?

Started by your billing system: email the invoice, remind on WhatsApp if unpaid, then send an overdue notice. Get paid faster with polite reminders on the channel customers check most.

How does the invoice reminders: email + whatsapp sequence start?

Starts from your website, shop or app (API), or by hand. Each contact then moves through the steps on their own schedule.

How many messages are in the invoice reminders: email + whatsapp sequence?

It contains 1 email + 2 WhatsApp over 7 days. You can add, remove or reorder steps, change the waiting times and edit every message. WhatsApp steps use Meta-approved message templates, sent from your own WhatsApp Business number.

How do I set up this invoice reminders: email + whatsapp automation?

Create a free ENB Technologies account, connect your WhatsApp Business number, then go to Automations › New automation and choose “Invoice reminders: email + WhatsApp”. Review the messages, then click Activate.

Also searched as: invoice reminder whatsapp, payment reminder email and whatsapp, overdue invoice automation, accounts receivable follow up

At a glance

  • Goal: Get paid faster with polite reminders on the channel customers check most.
  • Trigger: API / manual
  • Length: 1 email + 2 WhatsApp over 7 days
  • Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free

Related workflows