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Turnstile Automated Invoice Collection Overview

Updated over a week ago

Turnstile offers Automated Invoice Collection to automate dunning. 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 life cycle to determine the most effective messaging and frequency.

  • 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

Enabling Automated Invoice Collection

To enable or disable this functionality, visit your Invoice Settings. You can simply toggle on or off.

Invoice Eligibility

Invoices must meet the following criteria to be eligible for Automated Invoice Collection:

  • The invoice provider must be set to Stripe or Turnstile with Stripe as a payment processor.

  • The status of the invoice must be Issued.

Reminder Types and Frequency

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

  1. Pre-due reminder - Sent shortly before an invoice is due (3 days before)

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

  3. Overdue reminder - Sent after the invoice becomes late (starting 1 days past due)

Overdue reminders follow a structured schedule. While this varies customer to customer, a typical reminder timeline looks like this:

  • Day 1

  • Day 7

  • Day 14

  • Day 21

  • Day 30

  • Reminders will then be sent less frequently up to Day 180.

After Day 180, dunning reminders cease.

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.

Reminder History and Visibility

When Automated Invoice Collection is enabled, you can always view reminder history. 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

You can view this information in a specific Invoice, on the Customer page, and in event history timelines.

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