Utility template
Invoice due in 3 days
Meta category: Utility
Utility templates confirm or update something the person already asked for: an order, a booking, an appointment, or a payment they owe on an existing invoice. A discount, a new product, or a 'while you are here' line moves the template into marketing.
This refers to an invoice the customer already has, with a due date they agreed. It does not offer a discount for paying early, so it stays utility.
Template body
Hi {{1}}, invoice {{2}} for {{3}} is due on {{4}}. This note is a reminder of that bill, not a new charge.Sample values
Submit these as the examples Meta reviews. Replace them with your own customer data only at send time.
| Variable | Sample |
|---|---|
| {{1}} | Rohit |
| {{2}} | INV-2048 |
| {{3}} | Rs 18,500 |
| {{4}} | 17 Oct 2026 |
Buttons
View invoice
Website link
https://pay.northbooks.example/i/{{1}}
Sample: https://pay.northbooks.example/i/INV-2048
When to use it
Send this about three days before the due date on the invoice, to the billing contact, not to every WhatsApp number you have for the company. {{3}} must match the invoice total, including tax, or you will get a reply asking which number is real.
If the due date moves, do not reuse this template with the old date still in the sentence. Pass the current due date as {{4}}. Do not add 'pay today and save 2%' — that sentence makes it marketing.
Tips for getting it approved
- The sample invoice id should look like yours, and the amount should include the currency.
- The button URL sample should open an invoice, not a payment page for a different product.
- Leave out late-fee threats. A due-soon note is not a collections letter.
Frequently asked questions
Can I put a UPI link in this template?
Use the separate UPI template when you are ready to collect. This one only points at the invoice so the customer can check the line items before they pay.
What if the invoice was emailed last month?
That is exactly when this template helps. Reference the same invoice number. Do not create a second bill in the message.