Know which clients need chasing, and ask for money the way each one pays
See which clients pay on time and which need chasing. Invoices and proposals offer terms to suit, overdue reminders firm up, and on Professional a reminder is drafted for you.
Every business has clients it never thinks about and clients it chases every time. Now SMG Tools says which is which, and uses it where you ask for money.
On their record. Each client’s How they pay panel says how often they needed a reminder before paying, and once three invoices with due dates are behind them, whether they pay on time or are slow to pay. Your client never sees any of it.
When you write the invoice. Choose the client and their habit appears beside the due date. A client who has always paid on time is offered due in 15 days; a slow one is said to be, so you know before you send it.
When you quote the next job. A slow payer’s proposal offers Ask a 25% deposit, then the balance on its payment terms, in one click — the protection that works before the work starts, rather than a chase after it. Nothing changes until you press it.
When an invoice goes overdue. The overdue reminder is now a series: a friendly one a week late, a firmer one two weeks after that saying how long it has been, and a final one before you get in touch yourself. Each is its own switch under Client Reminders, each goes once, and each only after the one before. Invoices already out are not sent a backlog.
When you remind by hand. On Professional, Draft it for me in the reminder dialog writes the message in your business’s voice from the invoice and how this client pays — a light touch for one who always pays, a clear and polite one for one who does not. Never a fee or a threat, and nothing is sent until you press Send.