Quarterly Board Report
Docs + Word17 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 3 · US Letter
- Style
- Minimal
- Difficulty
- Beginner
- Updated
- November 1, 2026
Every page (3)
Overview
A late invoice is usually an oversight, and a vague chase wastes a week. This letter restates the invoice number, date and amount, shows how many days overdue it is, and gives a pay-by date and a real next step. A second page sets out four ways to pay, what to do if you cannot pay yet, and how to dispute a line.
The sample is a first reminder from Kingfisher Row Advisory for invoice KRA-2026-0412, $9,600.00 and 14 days overdue, copied to the owner who approves payment. Choose the stage you need, enter your invoice exactly as it appears in your ledger, recalculate any interest on the actual days late, and delete the rest.
Useful for
- Sending a courteous first reminder a week or two after an invoice falls overdue
- Giving a customer's accounts payable team everything needed to pay without replying to ask
- Recording each chase in writing so that an interest claim or later notice is defensible
What's included
- Reminder page with invoice number, original due date, amount due, sender, bill-to and copy-to contacts
- Line items with quantities, a discount line, sales tax and the total now due
- Fact boxes for days overdue, the pay-by date and the next step you will take
- How-to-pay page with a four-step payment process and a quote-the-reference instruction
- Flow for customers who cannot pay yet: contact us, agree a plan, or dispute a line
- Make-it-yours guide page with numbered steps for adapting the stage, figures and deadline
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Choose which stage you need, such as first reminder, final notice or interest claim, and delete the rest.
- 3
Enter the invoice number, date, amount and days overdue exactly as they appear on your ledger, and copy the person who approves payment.
- 4
Replace the pay-by deadline with a date, name only a next step you will take, and add your credit controller's direct contact.
- 5
Delete the guide page, then send the letter by email or share it as a PDF.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
When should I send a first payment reminder?
Within a week of the due date. An early, courteous reminder resolves most oversights, and a late one lets the overdue amount grow beyond what you can tolerate.
Should the letter mention interest?
Only if your terms or the law allow it, and only with the basis stated. Recalculate it on the actual days late. A first reminder can simply say interest has not yet been charged.
Are Kingfisher Row Advisory and its people real?
No. The organization, the customer, the people and every figure in the sample are fictional. They are there to show what a finished reminder letter looks like.
- #payment-reminder-letter
- #overdue-invoice
- #late-payment
- #credit-control
- #invoice-reminder
- #google-docs
- #accounts-receivable
- #small-business
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