Prysm Note for invoice chasing
Chasing payment is the work freelancers avoid most. The way to make it bearable is to remove the decision: the reminder is set when the invoice is sent, and the message is already written.
What matters here
- One task per invoice with the due date
- A recurring chase task per client
- Templates for the first and second reminder
- A ledger entry for each payment
- A weekly look at what is overdue
At send time
Create the invoice task with the amount, the due date and the client. Set a reminder for three days after the due date, before any awkwardness has had time to build.
The message
A short, neutral reminder with the invoice number and the date. Most late payments are administrative, not refusal, and a neutral message is easier to send and to receive.
Escalating
Second reminder, then a call, then whatever your contract allows. Writing the sequence down in advance means you follow it rather than improvising when you are annoyed.
Frequently asked questions
Keep reading
- Prysm Note for event planningAn event is a deadline with dependencies. Venue, people, suppliers and promotion all have lead times, and the plan has to show them together.
- Chat threads as a task listA chat thread feels like a plan because everyone agreed in it. It is not a plan, because nothing in it has an owner, a date or a way to be found again.
- Running projects from a loose-leaf binderA binder with dividers is a real project system, and it has real strengths. It also has one failure mode that shows up in every binder eventually.
Turn talk into a plan
Capture a thought in plain language and let Prysm Note shape it into tasks and a timeline.
Disclaimer
This page is general information, not professional, legal, financial or medical advice. It describes common ways of working and how Prysm Note approaches them. Software changes over time, so details may differ from what you see in the product. Any product, company or brand names that appear are the property of their respective owners and are used only for identification. We do not claim any endorsement or affiliation. Where we compare approaches, we aim to describe each one honestly, including where a different approach may suit you better. Try the tools that matter to you and judge for yourself.