Appointment reminder texts
Cut missed appointments with a timely text the day before, sent automatically at the time you choose.
Read morePayment reminders that help you get paid on time
Late payment is usually a matter of forgetting rather than refusing. A courteous text at the right time helps customers pay and keeps your cash flow healthy.
Why it matters
What goes wrong without it
Chasing payments is one of the least enjoyable jobs in a small business. Invoices sit unread in inboxes, renewal letters get filed away and phone calls feel uncomfortable for both sides. Meanwhile, cash flow suffers and staff spend hours on follow-up. Many customers fully intend to pay but simply lose track of the due date. A short, friendly text before or on the due date is seen quickly and prompts action, without the tension of a call. It must be handled carefully: tone, timing and accuracy all matter when money is involved.
How Orbis SMS helps
Step by step
- 1
Upload customers with due payments
Export a list of customers with upcoming or overdue balances from your accounts system and import it into Orbis SMS. Group them by stage, such as due this week or seven days overdue, so each group gets an appropriate message.
- 2
Write a courteous template
Create templates for each stage. Name your business, mention the reference or due date, and give a phone number for questions. Keep the tone polite and factual. Never include full account details or amounts that someone else could see on a lock screen.
- 3
Schedule reminders around due dates
Schedule the first reminder a few days before the due date and a follow-up shortly after. Sending during office hours means customers who call with questions reach someone. Credits are checked before sending so costs stay predictable from month to month.
- 4
Track results and update records
Review message history and delivery information where available. Remove customers who have paid before the next reminder group is sent, and correct any failed numbers. Reports help you see how many reminders you send each month and whether payment times are improving.
Features used
Questions
Frequently asked questions
Reminders about an existing account or invoice are generally service messages, not marketing. They still need a lawful basis under UK GDPR, and should be accurate, fair and free of promotional content.
You can include a link to your own payment page, but keep it short and clearly branded so customers can trust it. Avoid link shorteners that hide the destination, as these are common in scam messages.
Stay polite and neutral. Acknowledge that payment may already be on its way, state the reference and give a contact number. Avoid threatening language; it rarely helps and can create complaints.
Related
More use cases
Order and delivery updates
Keep customers informed from order to doorstep and cut the where-is-my-order calls.
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SMS marketing campaigns
Promote offers, events and new stock to customers who have chosen to hear from you.
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