What it does
Sends escalating reminder emails or SMS from Wave when invoices pass due dates, complete with payment links and personalized notes.
Why I recommend it
Small businesses hate chasing invoices. Automation keeps follow-ups consistent without awkward manual outreach.
Expected benefits
- Reduced DSO (days sales outstanding)
- Clear communication trail
- Less time chasing payments
- Professional tone every time
How it works
Invoice issued in Wave -> automation waits X days post due date -> sends reminder email/text referencing invoice, balance, payment link -> logs reminder count and pauses when paid.
Quick start
Use Wave’s built-in reminder feature, then enhance with custom templates or SMS for key clients.
Level-up version
Offer partial payment options, send statement of account, escalate to phone call tasks, and sync status to CRM.
Tools you can use
Accounting: Wave, QuickBooks
Messaging: Gmail, Twilio
Automation: Zapier, Integromat
CRM: HubSpot, Pipedrive
Also works with
FreshBooks, Xero, Stripe invoice reminders.
Technical implementation solution
- No-code: Wave zap -> Gmail/Twilio -> log to Google Sheet.
- API-based: Cron job queries unpaid invoices -> Twilio SendGrid/Twilio SMS -> update CRM with reminder timestamp.
Where it gets tricky
Avoiding duplicate reminders after manual payment, customizing tone per client, and keeping compliance with SMS/Email regulations.
