Template · Sales

Payment Follow-Up

Polite nudge for outstanding invoices that preserves the relationship.

How do I use this WhatsApp template?

Copy this sales message template into your WAExtension template library, replace the {{variables}} with recipient details, and send it directly from WhatsApp Web.

The message

Hi {{name}}, a friendly reminder that invoice #{{invoice}} for {{amount}} is due on {{date}}. Let me know if you need the payment link resent or have any questions.

Variables: {{name}}, {{invoice}}, {{amount}}, {{date}}

When to use it

Quotes, proposals, payment nudges and welcome messages that keep deals moving without sounding pushy.

Personalisation tips

  • Fill every variable ({{name}}, {{invoice}}, {{amount}}, {{date}}) before sending — an unfilled placeholder destroys trust instantly.
  • Reference one concrete detail from the previous message so it reads as written, not broadcast.
  • Keep a single clear ask. If the draft has two questions, split the message.
  • Match the formality of the customer’s own messages.

Best practices

  1. Send at a reasonable local time for the recipient.
  2. If there is no reply, wait for the scheduled follow-up interval rather than double-texting the same day.
  3. Log the outcome on the contact record so the next person sees what happened.
  4. Stop politely when someone opts out — record that preference as a tag.

WAExtension templates assist messages you send manually from WhatsApp Web. They are separate from WhatsApp Business Platform approved message templates, which are a different Meta product.

Related templates

Customer Welcome Message

Start the relationship off right and set expectations for next steps.

Learn more

Quotation Follow-Up

Check in after sending a quote without sounding pushy.

Learn more

First Follow-Up Message

Reconnect within 24 hours of a first enquiry while interest is highest.

Learn more

Related: Lead Follow-Up use case · Message Templates feature · WhatsApp template messages guide

FAQ

Yes — treat every template as a starting point. Personalise the opening line with something specific from the conversation before you send it.

Paste it into the Message Templates library, then insert it with your shortcut and fill the variables ({{name}}, {{invoice}}, {{amount}}, {{date}}).

No. Templates speed up messages you choose to send, one conversation at a time. Respect recipient consent and WhatsApp platform policies — WAExtension is an independent productivity tool, not a bulk-messaging utility.

Manage templates beside your chats

Save this template in WAExtension and insert it with a shortcut mid-conversation.

Download WAExtension (.zip)