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Agency follow-up — project milestone
Free follow-up template for agencies chasing payment on a completed project milestone — ties the ask directly to delivered, approved work.
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- No signup required
- Free, always
Getting paid on time is hard enough without also having to write the follow-up email yourself. This free agency follow-up — project milestone template is built specifically for agencies and small studios following up on retainers or project invoices without sounding like a collections agency. Instead of starting from a blank page or reusing a generic payment reminder email that doesn't quite match how late the invoice is, you get a professional-toned, ready-to-send draft matched to this exact stage: overdue. Copy the subject and body as-is, swap in your invoice details, and send it from Gmail, Outlook, or Apple Mail — no account, no signup, and no software to install. It's one of 28 free invoice follow-up templates and payment reminder emails on docstoc, covering everything from a friendly nudge before an invoice is even due through a formal final notice. If you'd rather have the wording generated fresh for your exact invoice, amount, and client, docstoc's AI tool drafts that automatically — this template stays free either way, with or without an account.
Milestone invoice [Invoice #] — [Milestone name]
Hi [Client name], Invoice [Invoice #] for [Amount] was issued on completion and sign-off of [Milestone name], due [Due date]. It's still showing as unpaid on our side. Since the next milestone is scheduled to kick off [Next milestone date], could you confirm payment status so we can plan accordingly? Pay here: [Payment link]. Invoice attached. Best, [Your name] [Agency name]
What's included
- A complete subject line, pre-written: "Milestone invoice [Invoice #] — [Milestone name]"
- Full email body matched to "Overdue"
- Professional tone, calibrated for this exact situation — not one-size-fits-all
- Placeholder fields for quick personalizing: [Client name], [Invoice #], [Amount], [Milestone name], [Due date], [Next milestone date], [Payment link], [Your name], [Agency name]
- Free to copy and use — no account or signup required
- Works with any invoicing tool, spreadsheet, or none at all
- Fully editable — adjust the wording to match your own voice
- Part of a 28-template library covering every stage from before-due to final notice
Who this template is for
Freelancers & solo consultants
Chasing payment yourself, directly from your own inbox, with no AR team behind you.
Agencies & small teams
Following up on client invoices without it falling on one overworked person.
Growing businesses
Managing follow-ups across multiple clients and payment stages without losing track.
Retainer & milestone billing
Recurring or project-based invoices where the relationship needs to keep working.
FAQ
Is this agency follow-up — project milestone template really free?
Yes — every template in docstoc's library is free to view, copy, and edit with no account or signup required. docstoc never emails your clients on your behalf; you copy this draft into your own inbox and send it yourself, so there's nothing to sign up for just to use the wording.
Can I edit the wording to match my own voice?
Absolutely. Copy the subject and body, then adjust the tone, swap in your invoice details, or rewrite any part of it — it's a starting point, not a rigid script. The placeholders like [Client name] and [Invoice #] make it quick to personalize before sending.
When should I actually send this — is "Overdue" the right moment?
This template is written for invoices at the "Overdue" stage specifically. Sending the right tone at the right time matters — too firm too early can feel aggressive, too soft too late can read as not serious. If your situation doesn't quite match, browse the full library for the closest stage.
Does docstoc's AI tool improve on this template?
Yes. This page gives you the wording for free with no signup. docstoc's AI tool goes further on Pro and Business plans — it drafts a version matched to your exact invoice amount, client name, and how many days overdue it is, and can soften, firm up, or shorten a draft on request.
What if the client still doesn't pay after I send this?
If this reminder doesn't get a response, the next step is usually a firmer follow-up or a formal notice, depending on how late the invoice becomes. docstoc's free library includes templates for every stage, from a gentle first nudge through a final notice before collections.
More free templates
- Payment reminder — 7 days before due
- Invoice due today
- Gentle first reminder — 1–3 days overdue
- Second reminder — 7 days overdue
- Payment plan offer — 14 days overdue
Why use this instead of a generic template
Security
Served over SSL from Cloudflare's edge network — no ad trackers, no third-party scripts on template pages.
Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
Privacy
No account or signup needed to copy a template — nothing you type here is stored unless you choose to sign up.
Speed
Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.
Mobile-friendly
Every template page works the same on a phone as a desktop — copy on the go, no app required.
API available
Building your own tool? docstoc's API covers invoices, reminders, and templates directly.