Overdue Invoice Tracker & Chase Playbook | Excel + Late Payment Scripts
Overdue Invoice Tracker + Chase Playbook — for freelancers and small studios who've sent the third reminder and can't make themselves send the fourth.
WHAT'S INSIDE
An Overdue Tracker that logs every invoice, calculates days overdue, late fees, and total owed automatically, and tells you exactly which invoice to chase today — paired with a 23-page Chase Playbook that gives you the exact email to send at every stage. The tracker doesn't just flag a late invoice; it points you at the page that tells you what to send next.
• 5 ready-to-send email scripts — Day 1 nudge, Week 1 follow-up, two-week firm, 30-day formal notice, and a final notice — plus phone, DM, and text variants
• A guide to the 4 replies you'll actually get, and what to send back
• A late-fee clause for new contracts, and how to introduce one to an existing client without blowing up the relationship
• A stop-chasing decision tree, for when to let an invoice go
• Payment-law summaries for 6 US jurisdictions — California, Illinois, New York State, New York City, Los Angeles, and Seattle — sourced and dated, reference material only (see Please Note)
• The tracker: 5 tabs, a 200-row invoice log, 6 dashboard tiles, and a "what to send today" list sorted by urgency
• 84 fillable form fields across 9 pages — type your client's name and amount into the scripts once; no retyping the same details five times
• A 10-row escalation log to track what you sent and what came back
THE HONEST SECTION
Invoice trackers aren't new — the best-reviewed one on Etsy has over a thousand reviews, and we built this knowing that. Email-template packs for chasing late payments exist too; most are new, a couple have a handful of reviews, none are proven at volume yet. What we couldn't find anywhere is a listing that does both — a tracker that flags an invoice as 14 days overdue, and a playbook that hands you the exact email for day 14, in the same product. That's the gap. We're not claiming to be the only tracker or the only script pack on Etsy. We're claiming to be the only one we found that connects the two.
That's what this is — not a promise about how fast you'll get paid, just a plan for what to send next.
This also isn't legal advice, a course, or a certification. The payment-law pages are a summary of public law, not a substitute for a lawyer. Nothing here predicts how fast any specific client will pay.
WHAT YOU GET
4 files, delivered instantly:
• Late-Invoice-Rescue-Kit-PLAYBOOK-FILLABLE.pdf — 23 pages, 84 fillable form fields across 9 pages, US Letter (8.5 × 11")
• Late-Invoice-Rescue-Kit-PLAYBOOK-PRINT.pdf — the same 23 pages, write-on lines in place of form fields, sized for printing at Actual Size
• Late-Invoice-Rescue-Kit-TRACKER.xlsx — Excel workbook, 5 tabs, built for Excel 2021 / Microsoft 365 (also opens in Numbers and LibreOffice)
• Late-Invoice-Rescue-Kit-START-HERE.pdf — 2-page setup guide
Not affiliated with, endorsed by, or sponsored by Microsoft. Excel® is a trademark of Microsoft Corporation.
PLEASE NOTE
- Digital download only. No physical item will be printed or shipped.
- Because this is an instant download, all sales are final. If a file won't open or something looks broken, message me and I'll fix it or resend it right away.
- This is a workbook and reference guide, not a course, and not a credential. Nothing here is accredited, there's no certificate, no instruction, and no coaching included.
- License: use it in your own business, including commercially and on client work, as much as you like. Reselling, redistributing, sharing or repackaging the file is not permitted.
- Not professional advice. Nothing here is business, legal, tax, financial or accounting advice. The payment-law pages are a summary of public law, current as of the date shown inside, for the 6 US jurisdictions listed above — not a substitute for advice from a licensed attorney in your jurisdiction. US jurisdictions only.
- No results are promised. How fast you get paid depends on your client, your contract, and your own follow-through.
- Fillable fields: to type and save your answers, open the PDF in a desktop reader such as Adobe Acrobat Reader (free) or Apple Preview. Some phone and in-browser viewers will let you type but won't reliably save.
QUESTIONS?
Message the shop — happy to help with setup, a broken file, or anything that doesn't make sense on first read.
