How to politely request late payment from a financial services firm client

Late payment from a financial services firm client usually comes down to their process, not bad faith. Here's who pays, when, what tends to hold payment up, and a polite reminder you can send today.

Who pays, and when

A team lead approves. Procurement and accounts payable pay. Supplier onboarding can be strict, with security and compliance checks.

Why payment runs late

Unfinished supplier onboarding or compliance checks can block payment.

Tips for chasing a financial services firm client

Complete their supplier onboarding before invoicing.
Keep your insurance and company details up to date with them.
Ask procurement for the status, not just your contact.

Example reminder email

Subject: Quick reminder: invoice [number] Hi [first name], I hope all's well. Invoice [number] for [amount] was due on [date]. If it's already on its way, thank you, and please ignore this. I've included our supplier reference from onboarding. Is our supplier setup complete so the invoice can be paid? You can pay here: [payment link] Thanks, [Your name]

Write your reminders

Fill in the invoice to get four emails for a financial services firm client, from a heads-up to a final notice, with the dates to send them. Nothing you type leaves your browser.

Your reminders will appear here.

Want these sent for you?

We're building a tool that sends these reminders automatically from your own Gmail when a Stripe invoice goes overdue, all in one email thread, and stops the moment it's paid. It isn't ready yet. Planned price: $19 a month.