Email vs. SMS: What’s Sent and When

Roopi uses both email and SMS to follow up on unpaid invoices—giving you maximum flexibility and reach. Here's how it decides what to send and when.

The goal is to keep communication polite, effective, and attention-grabbing—without overwhelming your client.

🧠 How Roopi Decides Between Email and SMS

Roopi chooses the channel based on:

• Time since invoice was due

• Whether a response has been received

• Urgency level of the reminder

• Contact info available (email, phone, or both)

For example:

• 💌 First message: email with full invoice summary

• 📱 Day before due date: friendly SMS reminder

• 📬 3–5 days overdue: firm but respectful email

• 🕑 1+ week overdue: SMS with a direct call-to-action

✅ What If a Client Replies?

• If they reply by SMS or email, Roopi will use the same channel to respond.

• You’ll get notified, and Roopi can pause additional follow-ups automatically.