The follow-up sends itself. You approve it.

Nobody started a contracting business to write "just checking in on invoice DB-3" emails. Describe the rule once, in plain English, and every overdue invoice gets a drafted, payment-linked nudge waiting for your OK.

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Menaia's Automations Center running 4 playbooks, with a "Waiting for you" queue of drafts including an overdue-invoice follow-up text to a client naming the past-due balance and offering the payment link, each with Approve and Dismiss buttons
The reminder is drafted. You just approve. Meni wrote the overdue-invoice follow-up - the balance, the job, the payment link - and parked it in the queue. Nothing sends until someone taps Approve.

What a reminder run looks like.

  1. 1

    An invoice crosses its due date.

  2. 2

    Meni drafts the reminder in your tone, payment link included.

  3. 3

    You approve, edit, or discard it from the queue.

  4. 4

    It sends, it is logged, and the customer pays from the link.

Discard one and Meni learns from it.

Meni keeps the overdue list so you don't.

The morning briefing hands you the overdue invoices by name, so the awkward reminder starts from a list, not from memory.

Meni's morning briefing showing 4 overdue invoices with the client names Enola Gleichner, Jamel Wintheiser and Felton Hane
4 overdue invoices, by name. Enola, Jamel, Felton. The morning briefing hands you the list before the bank does.

Your timing, your tone.

Send before the due date, on it, or at intervals after. Cadence is configurable to your collection style, every reminder is logged so you can see what went out and when, and contact preferences and opt-outs are respected.

Firm is fine. Forgetful is expensive.

The Send invoice follow-up playbook open in Menaia: running, fired 2 times, triggered by a watch rule for invoices overdue past 14 days, plain-English instructions, the drafts Meni is allowed to create, and a daily draft cap of 20
The whole rule is on one screen. Trigger, instructions in plain English, what Meni may draft, and a daily cap. It has fired twice; one draft waits for approval.

Questions owners ask

Can I set the schedule?

Yes. Send before the due date, on it, or at intervals after, and set the cadence to match your collection style.

Is a payment link included?

Every reminder carries the payment link, so the customer pays straight from the message.

Where do I see what went out?

Every reminder is logged, so you can see exactly what sent and when.

Can I stop a reminder before it goes?

Yes. Every send waits in the approval queue until you approve, edit or discard it.

Where this fits

Invoices The overdue balances reminders chase. Payment collection How the customer pays from the link. Lost lead follow-up The same playbook engine, pointed at quiet leads. Progress billing Stage invoices that can trigger reminders.

See it on your own numbers.

Book a demo and bring a real job. We will price it, propose it, and invoice it in front of you.

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