Run a Call ships with a three-step overdue-invoice SMS ladder: 7 days, 14 days, and 30 days past due. Each customer gets at most one text per threshold, per invoice — never a repeated buzz.
Turn it on
- Automations → activation hub.
- Find Overdue invoice reminder in the SMS group.
- Flip the toggle.
The template ships off. Once on, it starts firing on the next daily scan.
Dependencies
To enable the SMS ladder you need:
| Requirement | Why |
|---|---|
| Messaging addon ($39/mo) | Every outbound SMS runs through the Messaging pipeline. |
| A2P 10DLC registration approved | Carriers filter unregistered business SMS. |
If either is missing, the template shows as Locked or Pending and won't fire even if you flip it on. See Enabling SMS-based automations.
What the customer gets
At day 7, day 14, and day 30 past the invoice due date, Run a Call texts a short reminder that includes the invoice number, the balance due, and a link to view / pay. When Stripe Connect is set up, the link goes straight to Stripe checkout so the customer can pay in one tap.
Once the invoice is paid, refunded, or voided, the reminder loop stops. Manually cancelled invoices are skipped automatically.
Skipping a specific invoice
If you've agreed to a payment plan or the customer asked for time, mark the invoice so reminders skip it — talk to your team about the right field on your workflow. Manually cancelling the invoice also stops reminders immediately.
Where to see what fired
- Automations → Runs — every reminder run listed, with the customer, the invoice, and the sent SMS body.
- Customer profile → Communication tab — per-customer log; every reminder is logged with timestamp and channel.
- Invoice detail page — the invoice shows a small "reminder sent" line item on each fire.
Sending a manual reminder
Independent of the automation, you can send a one-off reminder any time:
- From the invoice page — Send reminder button.
- From the customer's record — send a normal SMS or email with the invoice link.
Manual reminders don't reset the automated cadence. Day 14 still fires even if you manually reminded the customer on day 10.
What isn't editable today
- The exact 7 / 14 / 30 cadence and the wording are fixed for the system template. You can turn the whole thing on or off, and you can suppress per-invoice, but you can't change the interval or the copy in the UI yet.
- If you want a different cadence or wording, build it yourself with a custom automation: trigger on Invoice issued, add Delay 7 days, add Send SMS with your copy, and use a Get invoice step to check that the invoice is still unpaid before sending. See Building a custom automation.