Past-Due Letter for Agencies
Professional, relationship-preserving collection for slow-paying clients.
Merge fields in this template
«DisplayName»«BillAddrLine1»«BillAddrLine2»«BillAddrCity»«BillAddrCountrySubDivisionCode»«BillAddrPostalCode»«OverDueBalance»
Data source: QuickBooks customers
How to use it well
- Send at 30–45 days. With ongoing clients, the phrase "so the work keeps moving" does the firmness for you.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«DisplayName»
«BillAddrLine1»
«BillAddrLine2»
«BillAddrCity», «BillAddrCountrySubDivisionCode» «BillAddrPostalCode»
Dear «DisplayName»,
A quick note on billing: our records show an overdue balance of «OverDueBalance» on your account.
If it’s already in process, thank you. Accounts payable timing catches everyone. If not, we’d appreciate payment within 10 business days so the work keeps moving without interruption.
Any questions about the invoices behind this balance, ask. Happy to re-send or walk through them.
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your QuickBooks customers data.
What are the «fields» in the letter?
Real Word merge fields, named to match MergeNinja's QuickBooks customers dataset exactly. Connect read-only, sync, and every field fills in with live data. No renaming needed.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
Related templates
Stop exporting. Start merging.
Connect your data, upload your Word template, and send every customer document in one click.
7 days free · no card to start