Invoice Payment Reminder
Automated overdue invoice reminders with escalating urgency — recover cash faster.
What needed
solving
Finance teams were manually tracking overdue invoices and sending chase emails one by one, often forgetting or sending inconsistent messages. Cash collection cycles were 45+ days.
The automation steps
Invoice marked overdue in Xero or QuickBooks
Days overdue checked; escalation tier selected; contact details fetched
Tiered reminder emails: friendly at 3d, formal at 7d, escalation at 14d
Finance manager alerted at 14d+ overdue; 30d flagged for collections review
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.