Payment Follow Ups

Great idea

Hi!

Thanks so much for the feedback — this is a really important use case, and we completely understand the need to automate follow-ups for unpaid balances.

While we don’t currently have a built-in “auto-reminder until paid” feature, you can achieve this today using a combination of a custom Pipeline stage and a Drip sequence. Here’s how:

✅ Suggested Setup:

1. Create a New Pipeline Stage

   Head to Drips and create a stage called something like “Payment Requested - Follow Up” or “Awaiting Payment”.
   
   Here’s an article on how to Add a New Stage:

   https://intercom.help/dripjobs/en/articles/9611251-how-to-add-a-new-stage

2. Set Up a Drip Sequence for That Stage

   Then, create a new sequence assigned to your new Pipeline stage. You can schedule:

   • An initial “Payment Reminder” email or text after 2 days

   • A second reminder 5 days later

   • A final escalation message if it’s still unpaid after a week

     (You can repeat this as many times as needed!

   Here’s an article on How to Add a New Drip:

   https://intercom.help/dripjobs/en/articles/9596494-how-to-add-a-new-drip

3. Move the Deal into That Stage Once You Request Payment

   When you send the invoice or payment request, move the associated Deal into this new stage.

4. Stop the Sequence When Paid

   Once payment is received, you (or your team) can move the Deal to the next stage (e.g., “Paid in Full” or “Work Complete”), which will automatically stop the follow-up messages from continuing.

This setup gives you full control over how often and how strongly you want to follow up — and it removes the need to chase payments manually.

Best,

Jeremy (Product Manager)