Customer Service

How to Ask for Upfront Payment [Email Samples Included]

How to Ask for Upfront Payment Email

Are you scared of asking your new client for upfront payment? Maybe you are scared that asking for upfront payment would raise suspicion in the mind of the client. The truth is that many small businesses and freelancers also face the same huddle. This post will show you how to ask for upfront payment email with samples, whether a business owner or freelancer.

Before you go straight to copying some of our “ask for upfront payment email samples,” it is important you take time to understand the flow that needs to be created before sending out such email.

Most clients won’t hesitate to discard your services once you request upfront payment. The reason is that they believe other service providers would willingly offer the same service without requesting for upfront email.

No doubt, this is a major hassle that freelancers mostly face due to trust issues from the client-side. The feeling of asking for upfront payment is the same as that of asking for payment over the phone.

Should you ask for Upfront Payment?

ask for upfront payment email

Since most freelancers offer services to clients outside of their location, trust becomes an issue with both parties. Nobody wants to be ripped off in this deal, so the client believes that the freelancer should offer the service first and request money if satisfied with the job done.

But in most cases, the client won’t end up paying and do away with the intellectual property of the service provider.

We’ve seen cases where business owners wait as long as 72 days just to get paid. This isn’t sustainable for business, making it imperative to ask for upfront payment, then get the balance as soon as the job has been completed.

You should ask for upfront payment if you know that clients can easily reject a job done and still use the service you have provided for them.

Let’s say you have written a sales copy for an organization without requesting initial payment. They can easily reject your service and still end up using your intellectual property.  So it depends on the category of business you operate.

If you can easily retrieve or suspend your service without any effect on your time, finances, and business, then you can allow for full delivery without requesting upfront cost.

But if your service/product depends on you to produce an initial batch of supplies with cash and paid services, you should ask for upfront payment.

How to Ask for Upfront Payment

These steps should guide you to know what your “ask for upfront payment email” would look like, or you copy some of our samples.

Let the Client know the Service/Product Process.

Most clients don’t like when a business owner sends them an “ask for upfront payment email” because they feel, “why can’t you do the job and let me see what you can deliver first.”

In some cases, they might change their minds at the last minute, leaving your business or agency with a huge loss to deal with.

Communicating your process to the client will make them understand why you need an upfront payment. That way, they don’t query or make up ideas in their heads.

Show them Reviews from Satisfied Clients.

After you’ve explained your sales process, you should proceed to show them reviews that you’ve gotten from other satisfied clients. That would also increase their confidence in the quality of the job you do.

Ensure the reviews are genuine, and you can also add links to contact former clients who gave such reviews. Reviews/testimonials are a great way to improve customer’s buying decisions.

Request for Partial Payment

Most clients won’t easily accept paying a complete upfront payment, especially when it’s the first time doing business with you. So to reduce tension and negotiations, you should have a flexible plan created for first-time clients.

You can ask for a first installment, which can be as high as 50% or as low as 10%. The pricing depends on the project, your relationship with the client, and the project’s price.

The aim is to get an upfront payment and make your client invest and follow up through the rest of the debt. With this method, there’s less pressure on the client for full commitment, and they are equally open to accept the proposal and commence the project.

Break the Project Up into Milestones

If the project is long-term, then this strategy should work perfectly fine. Breaking payments into milestones would see the client interested in accepting your upfront payment request.

If the project would last for 5 months, you can request upfront payment for the first month, then monthly payments after completing each milestone.

It allows the client to review the job and business relationship as the project continues.

Propose an Escrow Account

When creating an “ask for upfront payment email,” all these should be highlighted as options the client can explore.

Proposing an escrow account helps prove that you aren’t in business to swindle people and take their money.

Escrow services allow clients to put money into a specific account that you can’t touch until both parties complete their transactions.

It shows that you will get your money once the job is done; for the client, it gives them the rest of mind that the business disappears with their money before completing the project.

Upfront Payment Email Samples

Here are some email samples to help you request an upfront payment from your clients and customers. Be sure to modify and customize to fit your conditions.

Upfront Payment Email Sample 1

Hello {Client},

I hope this email reaches you well.

First, I want to thank you for your decision to work with us; it means a lot to our company and our vision of delivering value in the {insert sector}. I will be working hard to make sure the decision to work with our company is justified.

As per our company policy, we usually collect full payment for our projects and deliver them at an agreed date. But being a first-time client, we will be willing to accept advance payment of 50%.

As discussed, we use the initial payment deposit to {insert reason here}, this is to enable us to do a good job for you. We have options of paying via PayPal or using an escrow service.

Let me know your thoughts before I send you the advance payment invoice.

Thank you.

[Your Name]



Upfront Payment Email Sample 2

Hello [Client]

It’s a pleasure reaching you today.

Thank you for your decision to work with us on your [insert name of project]. As requested, I have attached more information regarding the project’s timeline as discussed.

This is just to let you know that our company’s policy requires full payment before commencing the project. But since we are going to be working together for the next six months, we’ve split the payment into milestones and six installments.

We are open to receiving 30% of the total figure as the upfront fee and monthly payments after completing each milestone.

All these are going to be stated in the contract. You may choose to pay via PayPal or use an escrow service.

Let me know your thoughts before I send the upfront payment invoice.

Thanks for your time, kind regards.

[Your Name]



Upfront Payment Email Sample 3

Dear [Client]

To begin, thanks for your trust in doing business with me. I will be working hard to make sure your decision to work with me is justified – that’s a promise.

As per our policy, we will need an upfront payment of 50% to purchase all the necessary things to start the project. We are open to receiving payments via PayPal or via escrow.

Let me know your thoughts and suggestions before I send the invoice.

Kind Regards.

[Your name]



If you need a more customized “ask for upfront payment email,” you can reach me, and I will be willing to work with you on that.

Just be sure to sound professional while crafting the email because, as they say, the first impression matters when dealing with corporate clients.

Let me know your thoughts about this post in the comment section.


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