REMETO — MISSED PAYMENT PROMISE WORKSHEET
https://remeto.aifirm.app/learn/missed-payment-promise-follow-up/

Use one record per invoice. You may adapt these original Remeto templates
and share the worksheet with your clients. Replace every bracketed field.
Remove any sentence that does not match what actually happened.

BEFORE CONTACT
Your client business / ledger:
Customer / invoice number / currency:
Original invoice total:
Verified payments allocated to this invoice:
Verified credits or adjustments, if any:
Remaining balance according to the current ledger:
Payment records checked at (date and time):

THE ORIGINAL PROMISE — keep the source and wording
Who made the promise / their role:
Promise recorded on:
Source email or call note:
Amount promised / currency:
Date money was agreed to ARRIVE (or clarify if only a sending date):
Whether the promise covers all or part of the balance:
Invoice / PO / payment instructions checked:
Any known dispute or missing information:

DECISION
[ ] Received and matched: update the ledger, then review the balance.
[ ] Customer says sent: request date, amount and reference; set a check date.
[ ] No payment yet: refer to the actual promise and ask what changed.
[ ] Part payment matched: acknowledge it and confirm the remaining plan.
[ ] Invoice disputed: record the issue and the person who can resolve it.
[ ] Revised plan proposed: obtain the client's authorised agreement.

NEXT ACTION
Action and owner:
Next review / follow-up date:
Customer's actual response and source:
New amount/date agreed, if any:
Who authorised any change to the payment plan:
Escalation owner if the next commitment is missed:

PROMISE HISTORY — append; do not erase the earlier commitment
Recorded on | Amount/currency | Expected arrival date | Source | Outcome
______________________________________________________________________
______________________________________________________________________

FICTIONAL WORKED EXAMPLE — not a customer result
Review: 10 September 2026. Invoice INV-1042, original total GBP 1,250.
An earlier payment of GBP 300 has already been matched to this invoice.
No credits or other adjustments. Verified balance: GBP 950.
Customer promised a further GBP 500 to arrive on 9 September.
That GBP 500 has not arrived. Balance remains GBP 950, not GBP 450.
The promise covers only part of the balance; GBP 450 was outside it.
Next action: Jo asks for a payment update on 10 September.

Alternative case: GBP 200 of that promised instalment has actually arrived
and has been matched. Balance is GBP 750. GBP 300 of the promised GBP 500
is still outstanding, plus GBP 450 outside that promise. Confirm the plan
for each part; do not count the same GBP 200 again.

EMAIL TEMPLATES

1. THE PROMISED DATE HAS PASSED
Subject: Invoice [number] — payment update

Hi [name],

You confirmed [amount and currency] would reach us by [agreed date] for invoice [number]. I checked our payment records at [time and date], and that payment is not showing yet. The invoice balance is [verified balance and currency].

Has the payment been sent? If so, please share the payment date, amount and reference so we can match it. If it has not been sent, please confirm the amount and date we can expect it, and anything you need from us to resolve the delay.

Thank you,
[name]

2. THE CUSTOMER SAYS THEY HAVE PAID
Subject: Invoice [number] — matching your payment

Hi [name],

Thanks for confirming the payment was sent. It is not yet matched in our records as of [time and date]. Please confirm the payment date, amount and reference so we can check it against the invoice.

We will check again on [review date] and update you.

Thank you,
[name]

3. A REVISED PLAN HAS BEEN AGREED
Subject: Invoice [number] — agreed payment dates

Hi [name],

Following our conversation on [date], the verified balance on invoice [number] is [balance and currency]. Here is the payment plan agreed with [authorised person]:

[Amount and currency] to arrive by [date].
[Amount and currency] to arrive by [date].

Please confirm these details match our agreement. Let us know promptly if anything changes.

Thank you,
[name]


For template 3, use only a plan actually agreed by an authorised person.
Check that the instalments account for the agreed balance. Record disputes,
unallocated payments and proposed changes separately rather than making
the numbers fit. Preserve the original promise and its outcome.

IN REMETO
Start with the original invoice total and record actual payments separately.
Use Promised payment date and Next follow-up for the current agreed dates.
Keep promised amounts, sources and previous commitments in Notes.
Reconcile credits, adjustments and payments in your accounting ledger first.
The free invoice report runs without an account. Saving uses a workspace.
Recording a follow-up does not send a customer email.

SOURCES — checked 10 September 2026
Small Business Commissioner: help with unpaid invoices
https://www.smallbusinesscommissioner.gov.uk/help-and-guidance/all-advice/help-with-unpaid-invoices/

Small Business Commissioner: getting invoices right
https://www.smallbusinesscommissioner.gov.uk/help-and-guidance/all-advice/getting-invoices-right/

Xero: invoicing and automatic reminders
https://www.xero.com/uk/accounting-software/send-invoices/

These are routine payment-status templates. Formal demands or changes to
terms need the client's agreed process and the appropriate review.