Stop Writing Payment Reminder Emails.
Let AI Send Them.
LedgerUp sends personalized, contextual follow-ups for overdue invoices — and handles replies automatically. No more manual chasing.
Manual reminders vs automated reminders
What changes when an AI agent handles your payment follow-ups instead of sticky notes and calendar reminders.
Without automation
- Reminders sent late or never — overdue invoices pile up silently
- Generic "your invoice is overdue" templates that customers ignore
- No tracking on whether reminders were opened or replied to
- Manual escalation when reminders don't work — if anyone remembers to escalate
- Customer relationships strained by awkward, inconsistent follow-ups
With LedgerUp
- Reminders sent automatically on the due date — no invoice slips through
- Each reminder personalized with invoice details, amounts, and context
- Replies read and handled by AI — questions answered, disputes flagged
- Smart escalation when reminders go unanswered — stakeholders looped in automatically
- Professional, consistent tone preserves relationships while collecting payment
How automated payment reminders work
From overdue invoice to collected payment — without a single manual email.
Invoice goes overdue
When an invoice passes its due date in Stripe, QuickBooks, or NetSuite, LedgerUp detects it automatically. No manual flagging, no spreadsheet tracking — Ari monitors every open invoice in real time.
Ari sends a contextual reminder
Ari drafts and sends a personalized reminder email that includes the invoice number, amount, due date, and payment link. The tone matches your brand and adapts based on how overdue the invoice is — friendly at 1 day, firmer at 30.
Responses tracked and handled
When customers reply — whether to ask a question, dispute an amount, or confirm payment is coming — Ari reads the response, classifies it, and either resolves the issue or flags it for your team in Slack.
Smart escalation when needed
If reminders go unanswered, Ari escalates automatically — looping in additional stakeholders, adjusting tone, or notifying your AR team. Escalation rules are fully configurable by invoice age, amount, and customer tier.
Works with your existing stack
LedgerUp connects to the tools you already use — no migration required.
Payment reminder use cases
How B2B SaaS companies automate payment follow-ups with LedgerUp.
Net 30/60/90 Reminder Cadences
Different payment terms need different reminder schedules. Ari adjusts cadence automatically based on contract terms — sending gentle nudges for Net 30 and more structured follow-ups for Net 90.
A Net 60 invoice gets a courtesy reminder at day 55, a due-date notice at day 60, and escalating follow-ups at 7, 14, and 30 days overdue.
Multi-Stakeholder Escalation
When the billing contact doesn't respond, Ari escalates to additional stakeholders — the project sponsor, procurement team, or executive contact — based on your configured escalation paths.
After 2 unanswered reminders to AP, Ari loops in the VP of Engineering who signed the contract — with a professional note referencing the original agreement.
International Timezone-Aware Reminders
Ari sends reminders during business hours in the recipient's timezone, increasing open rates and response times. No more sending a reminder at 2 AM in your customer's local time.
A customer in Tokyo receives their reminder at 10 AM JST, while a customer in London gets theirs at 9 AM GMT — both sent automatically from the same workflow.
Reminders are just the start
Ari automates the entire revenue lifecycle — from contract to cash collected.
Automate collections
Payment reminders are one piece of the collections puzzle. See how Ari automates the full AR collections workflow.
See collections automationAutomate invoicing
Before you can send reminders, you need invoices. Ari creates them automatically from your CRM deals.
See invoice automationContract-to-cash
Payment reminders are one step. See how Ari automates the entire revenue lifecycle end-to-end.
See contract-to-cashPayment reminder FAQ
Common questions about automating payment reminders with LedgerUp.
How are payment reminders personalized?
Ari personalizes each reminder with the recipient's name, company, invoice number, amount owed, due date, and a direct payment link. The tone and urgency adapt based on how overdue the invoice is, the customer's payment history, and your configured communication style.
What happens when a customer replies to a reminder?
Ari reads and classifies every reply. If a customer confirms payment is coming, Ari logs it and pauses follow-ups. If they ask a question or dispute an amount, Ari either answers directly or flags it for your team in Slack with full context. No replies fall through the cracks.
How do escalation rules work?
You configure escalation paths based on invoice age, amount, and customer tier. For example: after 2 unanswered reminders, loop in the account manager. After 4, notify the finance lead. After 60 days overdue on invoices over $10K, flag for executive review. All fully customizable.
How does this differ from dunning?
Traditional dunning sends the same templated email on a fixed schedule regardless of context. LedgerUp's payment reminders are contextual — Ari adjusts tone, timing, and escalation based on the customer relationship, invoice details, and response history. It also handles replies, which dunning tools cannot.
Can I customize the tone and branding of reminders?
Yes. You control the sender name, email address, tone (friendly, professional, firm), and escalation language. Ari follows your communication guidelines and adapts within them — you set the guardrails, Ari handles the execution.
What integrations are required?
At minimum, you need a billing tool (Stripe, QuickBooks, NetSuite, or Xero) so Ari can monitor invoice status. Email is sent through your connected email provider or LedgerUp's sending infrastructure. Optionally, connect your CRM and Slack for richer context and notifications.
How long does implementation take?
Most teams are sending automated payment reminders within 1 week. Setup involves connecting your billing tool (1-2 hours), configuring reminder cadences and escalation rules, and testing with a few overdue invoices. No engineering resources required.
Ready to automate payment reminders?
Book a Demo →Software should do the work.
You should move the business.
See how Ari takes billing ops off your team's shoulders - from contract to collected cash.