Unpaid invoice chronology template
Suggested event titles to build a clear unpaid-invoice timeline — adapt to your facts.
Add these as Timeline events in CaseFirst when they apply. Keep descriptions factual and short.
- Work agreed / order accepted (reference quote or PO).
- Goods delivered or services completed.
- Invoice issued (number, amount, due date in the description).
- Due date passed — still unpaid (optional reminder-to-self event).
- First chase (email/letter/call) — who and what was said.
- Customer reply or silence noted (date of expected reply if relevant).
- Further chases (one event each).
- Partial payment received (amount and remaining balance).
- Customer raises a dispute or complaint (quote their point briefly).
- Any credit note, revised invoice, or payment plan discussion.
- Last contact to date.
Pair with invoice evidence checklist and the unpaid invoice or customer non-payment dispute pages.
FAQ
- Is this a legal template letter?
- No. It is a list of chronology event titles you can adapt in CaseFirst. It does not draft demand letters or advise on recovery.
- What if I do not know an exact date?
- Use the best known date and say so in the event description. Consistency matters more than false precision.
- Should every email be its own event?
- Meaningful ones yes — especially first invoice, due date passing, each chase, and any dispute or promise to pay. Skip pure noise.
Disclaimer:
CaseFirst is legal technology, not a law firm. This template is organisational only — not legal advice on debt recovery.
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