Work from current information
Check the invoice and payment status through the supported accounting setup before deciding a reminder is due.
08Your Payment Follow-up Assistant
Less invoice chasing. More getting on with the job.
Give overdue invoices consistent, courteous attention, with reminders that fit your customer relationships and a clear route for exceptions.
The job, in motion
An overdue invoice gets a next step.
- Check what's actually due
Use the current invoice and payment status.
- Send the agreed reminder
Keep the amount, timing and wording tied to the right customer.
- Respond to the outcome
Stop when paid. Bring disputes and exceptions to a person.
Sound familiar?
The work is done. The chasing keeps going.
You shouldn't need a spare evening to work out which invoices are late and who needs a reminder. And you don't want a clumsy message undoing a good customer relationship.
Follow up consistently
Use an agreed reminder schedule and tone, matched to the invoice and customer. Keep a record of the contact.
Handle the exceptions properly
Stop on payment and bring disputes, hardship, payment-plan requests or unclear balances to your nominated person.
What changes for you
Less mental space spent on unpaid work.
- Make overdue reminders a consistent process.
- Keep the conversation attached to the right invoice.
- See which exceptions need a personal decision.
Worth asking
A couple of good questions.
Will it chase an invoice that's already paid?
The design uses current payment status and stops follow-up when payment is recorded. We confirm how your accounting tools supply that information before building the process.
Does it replace my bookkeeper or accountant?
It handles the agreed follow-up job. Reconciliation, tax advice, disputed balances and financial decisions stay with the appropriate people in your business.
Your week, with a bit more room in it
Is this the first job worth handing over?
A free 30-minute call about your actual week. We'll help you work out whether this system is a useful fit.