Chasing late payments is nobody's favorite task. This recipe handles it for you by checking Stripe for overdue invoices and sending polite reminder emails through SendGrid. Your customers get a nudge, you get paid faster, and nobody has to write an awkward email.
What You'll Need
- A Stripe account with invoice billing enabled
- A SendGrid account with a verified sender identity
- Both integrations connected in Pipeworks
The Workflow
Find overdue invoices in Stripe
The agent queries Stripe for invoices that are past due — meaning the payment deadline has passed and the invoice is still open. It collects the customer name, email, invoice amount, due date, and how many days overdue each invoice is.
Draft appropriate reminder emails
The agent creates a reminder email for each overdue invoice. The tone adjusts based on how late the payment is — a gentle nudge for invoices a few days overdue, and a firmer message for those that are weeks past due. Each email includes the invoice amount, original due date, and a direct link to pay.
Send reminders through SendGrid
The agent sends each reminder individually through SendGrid. Using a professional sender address and clean formatting, the emails look like they came from your accounts team — not an automated system.
Record what was sent
The agent logs which customers received reminders, the invoice amounts, and the dates sent. This prevents duplicate reminders on the same day and creates a paper trail of your collection efforts.
What Happens
Overdue invoices get followed up on consistently and promptly. Customers who simply forgot receive a helpful reminder with a direct payment link. You spend less time on accounts receivable and more time running your business.
Run this recipe daily and escalate the tone gradually. A first reminder at 3 days overdue, a second at 7 days, and a final notice at 14 days is a common cadence that balances persistence with professionalism.