Each draft comes from the client’s checklist, so the list is right before you read it. The stage changes how firm it is. It’s never rude.
1 day late
Thanks them for what’s come in, then lists what hasn’t. It also offers a way out: if they don’t have something this month, they can say so.
October paperwork: 5 items still to come
Hi Tom, Thanks for the payroll summary. To finish October I still need: - Bank statement - Card statement - Sales invoices - Supplier bills - Fuel receipts Could you send these by Friday 6 November? If you don't have one of them this month, tell me and I'll take it off the list. Thanks, Nell
4 days late
Refers back to your earlier note and explains why you’re stuck. It asks what’s holding things up, because sometimes the answer is useful.
Still waiting on 5 items for October
Hi Tom, A quick follow-up to my note on Tuesday 3 November. I'm still missing: - Bank statement - Card statement - Sales invoices - Supplier bills - Fuel receipts I can't finish October until these arrive, so please send them by Monday 9 November. If something is holding this up, reply and tell me what it is. Thanks, Nell
8 days late
Says exactly what happens next. Closing the month without the missing items is a real outcome, and clients should hear it before it happens.
Last call for October: 5 items outstanding
Hi Tom, This is my last reminder for October. These are still outstanding: - Bank statement - Card statement - Sales invoices - Supplier bills - Fuel receipts If they don't reach me by Thursday 12 November, I'll close October with what I have and carry the rest into November. Your figures for the month may be incomplete until then. Regards, Nell
| Instead of | Verisa writes |
|---|---|
| Just checking in on this | I still need the card statement. |
| As per my previous email | A quick follow-up to my note on Tuesday. |
| Please send your paperwork | The list, item by item. |
| URGENT | A date. |