Ops Blueprint

Chase Invoices on a Schedule.
Not When You Remember To.

A simple, transparent accounts-receivable follow-up system: track what is owed, send the right reminder at the right interval, and stop the moment an invoice is paid.

$19 one-time · instant download

Buy Now — $19 → See What's Inside

Secure checkout via Stripe. Delivered to your email immediately after purchase.

What's Included

What You Get

The exact system we run in our own business, packaged so you can import it and use it the same day.

✓ Importable Make.com scenario — the invoice-followup-blueprint.json flow for reading your tracker, checking due dates, and sending reminders
✓ Invoice tracker schema — the exact columns we use: Invoice ID, Client Email, Amount, Due Date, Status
✓ Five-step escalation ladder — day 1 friendly reminder, day 7 second reminder, day 14 urgent note with late-fee mention, day 30 final notice, day 60 human handoff
✓ Four email templates — plain-text reminders in escalating tones, ready to adapt to your brand and payment terms
✓ Stop conditions — paid invoices are marked and removed immediately, each invoice gets a maximum of four emails, and the sequence hard-stops at 60 days
✓ Setup and testing guide — how to import, connect your sheet, adjust thresholds, and run a test invoice through the ladder

Who It's For

Is This a Fit?

✓ Best for

✓ Freelancers and small agencies who invoice clients directly
✓ Businesses tracking receivables in a spreadsheet or simple accounting tool
✓ Anyone who avoids chasing invoices because it feels awkward and wants a neutral, scheduled process
✓ Teams that want a transparent ladder they can read and adjust — not a black-box collections service

✗ Not for

— Businesses needing multi-entity accounting, dunning integrations, or payment-plan negotiation logic
— Teams with high-volume AR who need a dedicated collections platform
— Anyone looking for legal or credit-recovery advice — this is an email scheduling template, not a collections agency

Straight talk: This is a template and escalation ladder, not a claim of client volume or recovery results. We are packaging a process, not reporting a track record of managing a large receivables portfolio. Your results depend on your client base, your payment terms, and how you handle the 60-day handoff.

How It Works

From Purchase to Running in Under 30 Minutes

Import the scenario

Load the JSON into Make.com. The date check, router, and email modules are already connected.

Connect your invoice sheet

Point it at a Google Sheet with the included schema, or adapt the columns to your existing tracker.

Set thresholds and test

Confirm the day thresholds and email copy, then run one test invoice past due to verify each step fires once.

FAQ

Common Questions

How many emails will a client receive?

At most four, at days 1, 7, 14, and 30 past due. At day 60 the automation stops and hands the invoice to you for a human decision.

What happens when an invoice is paid?

You mark the status in the sheet and the sequence stops immediately — no further reminders are sent.

Can I change the timing?

Yes. The day thresholds are plain filter conditions in the scenario; the setup guide shows exactly where to edit them.

Do I need accounting software?

No. A Google Sheet is enough. The schema is deliberately simple so it works alongside whatever you already use.

Chase Invoices on a Schedule.Not When You Remember To.