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Automated invoice collection

Automatically follow up on unpaid invoices with Turnstile's intelligent dunning system.

Turnstile offers automated invoice collection to automate dunning (the process of following up with customers to collect payment for unpaid invoices). This is an intelligent system that automatically reminds customers to pay invoices while maintaining a positive relationship. When enabled, Turnstile follows up on invoices in a way that is consistent, respectful, and tailored to how your customers typically pay.

Every customer is different and has a different payment history. The agentic dunning model looks throughout a customer’s lifecycle to determine the most effective messaging and frequency. It:

  • Determines the payment history of each customer.

  • Decides whether a reminder is necessary.

  • Selects an appropriate tone (friendly to firm).

  • Sends one clear message per day, at most.

  • Bundles multiple invoices into a single digest when needed.

Enable/disable automated invoice collection

Automated invoice collection is an account-wide setting. To enable or disable automated invoice collection:

  1. Head to Settings > Default invoice settings.

  2. Scroll down to toggle the Automated invoice collection setting on or off.

Avoid duplicate customer emails: To avoid duplicate customer emails, disable invoice recovery in Stripe when enabling automated invoice collection in Turnstile.

Which invoices are eligible for automated invoice collection?

Invoices must meet the following criteria to be eligible for automated invoice collection:

  • Payment collection must be set to Collect payments for me (Stripe).

  • The status of the invoice must be Issued.

Invoice collection reminder types and frequency

Invoice reminder types

Depending on the customer history, Turnstile will determine which reminder types are necessary. There are three reminder types:

  • Pre-due reminder: Sent 3 days before an invoice is due.

  • Due-date reminder: Sent on the day the invoice is due.

  • Overdue reminder: Sent weekly on Mondays after the invoice becomes late.

Invoice reminder frequency

  • Pre-due and due-date reminders are sent on a daily schedule.

  • Overdue reminders are batched together and sent once per week, on Mondays.

  • If multiple invoices qualify on a given send day, they are combined into a single digest email.

  • Overdue reminders will cease after 180 days.

Invoice collection messaging and tone

Automated invoice collection evaluates each customer’s payment history over the past 12 months. Customers are then classified into one of three broad categories:

  • Healthy

    • Usually pays on time

    • Receives minimal reminders

    • Tone is friendly and non-urgent

  • Watchlist

    • Occasionally late

    • Receives standard reminders

    • Tone is direct but polite

  • Unhealthy

    • Frequent or serious lateness

    • Receives earlier and stronger reminders

    • Tone is more urgent but still professional

Regardless of the category, messages remain professional and relationship-safe.

Invoice collection reminder history and visibility

When automated invoice collection is enabled, you can view reminder history on a specific invoice, on the customer page, and in event history timelines. This includes:

  • Whether automated collection is active.

  • Which reminders were sent.

  • Exact email content.

  • Send timestamps.

  • Upcoming evaluation timing.

  • Status indicators on invoices and customers.

Manually send invoice reminders

When automated invoice collection is enabled, you'll see a Send now button on individual invoices that are overdue and have not received an email reminder today. Clicking the Send now button will generate an email that includes reminders for all overdue invoices for the customer.

Pre-due and due-date invoices for the customer will also be batched with the manually generated overdue email in cases where the account is rated as unhealthy.

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