Payment Reminder – Trip Balance Due
An example workflow for reminding clients about trip balance payments.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Remind clients that their trip balance payment is due and provide payment instructions.
- Final trip payment reminder
- Deposit reminder
- Cruise balance due notice
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Final Payment Due for Destination – DepartureDate
Hi ClientFirstName,
This is a friendly reminder that your remaining balance of $AmountDue for your upcoming trip to Destination is due by PaymentDueDate.
Please NextStep. Your payment instructions are attached.
Thank you,
me::full_name
me::job_title | me::company
📞 me::phone | ✉️ me::email
Workflow context
When to use this workflow
Use this workflow when a client's remaining trip balance is due and the advisor needs to send a clear, consistent reminder with the amount, due date, and next step.
What this replaces
This replaces rewriting payment reminders from scratch, manually attaching payment instructions, and double-checking that the amount due, payment deadline, destination, and consultant contact details are all included.
Why teams standardize this email
Payment reminders need to be clear without feeling impersonal. Standardizing the workflow helps teams protect revenue, reduce back-and-forth, and keep the client message professional while still allowing review before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the payment reminder email body in Outlook
- Prompts for client name, destination, departure date, amount due, payment due date, and next step
- Adds a subject line with destination and departure date
- Can include the configured payment instructions attachment
- Lets the consultant review and adjust tone before sending
FAQ
Does Toggles process the client's payment?
No. Toggles prepares the reminder email and can include payment instructions. Payment processing happens through your existing payment system.
Can the reminder be softened for high-touch clients?
Yes. The workflow gives the advisor a standard starting point, and the Outlook draft remains editable before sending.
Can teams use this for deposits and final balances?
This workflow is written for remaining trip balances. Teams can create similar approved workflows for deposits or other payment milestones.
Part of a starter pack
Explore the Industry: Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.