Clawrk.
All guides
FOR BOTH WORKSPACES

Prepare and approve your first reminder

Check the invoice, review the message, and approve it when it is ready.

1 min readUpdated September 13, 2026
01

Check the invoice first

Open an overdue invoice. Review the outstanding amount, customer email, recent replies, payment promises, and any pause or dispute. Resolve incorrect accounting records before preparing the message.

02

Review the draft

  1. Choose Prepare follow-up on the invoice.
  2. Open the draft in Inbox and check the recipient, subject, wording, balance, and customer preview.
  3. Edit the wording if needed. Approve only when the message is ready to go out.
03

What happens after approval

Clawrk rechecks the invoice before submission. Changes to the balance, recipient, approval, dispute, or promise can hold the message. Connected invoices also require a fresh QuickBooks check.

Approval is not delivery. Follow the delivery status to see whether the message was submitted, delivered, bounced, or failed.

04

If the message is held

Read the reason, resolve the underlying issue, and review the next available action. If a reply paused follow-up, handle the conversation and prepare a fresh reminder when appropriate. Do not resend blindly after an uncertain submission.

Illustrative workflow. Any company names and invoice amounts shown are examples.
Put this guide to work.

Your workspace opens in a new tab.

Open Inbox

Something still unclear?

Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.

KEEP GOINGPreview, download, and share an invoicePreview an invoice, download its PDF, and give your customer a private invoice link.Understand reminder delivery and holdsTell the difference between approval, submission, delivery, and a message needing review.Use reminder workflowsSet a repeatable follow-up sequence while keeping approval and customer context.