Overdue shows on its own
An issued invoice reads Overdue the day after its due date, on the invoice and on the customer's page, with what is owed.
Solutions for teams
Finance
Get paid without chasing.
Record a payment once and split it across every invoice it covers. See part payments and what is still open, and let a Mini check every Monday what is past due. The Agent prepares the work; you decide what is recorded and what goes out.
What changes this month.
Less time matching money to invoices, and nobody keeping a list of who is late.
One transfer, several invoices
Record a payment once and split it across the invoices it covers, in full or in part. Each one reads Paid or Partially paid, with what is still open.
A Mini checks every Monday
A small agent with one job lists what is past due each Monday morning and proposes a call for what needs one.
Notes to customers, written for you
Ask the Agent, and it writes to a customer about what arrived and what is still open. It goes from your own mailbox, and only when you approve it.
What your finance team hands to the Agent.
From the accepted quote to the money in, and the paper your accountant asks for. Every finance use case
The invoice takes the quote's lines and total on the same letterhead and names its quote. Invoicing in parts, the quote counts what is left.
- You get
- A numbered invoice, dated and locked once issued.
- You decide
- Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver.
Say "Fabrikam's transfer landed", and the Agent splits the payment across the invoices it pays.
- You get
- One payment, and each invoice marked Paid or Partially paid, with what is still open.
- You decide
- Waits for your yes, unless you chose Full autonomy.
Chase late payments, one reminder per invoice
A connected mailbox.
Ask who is late paying, and the Agent writes one email per overdue invoice to that customer's contact, with the invoice, the amount and how late it is.
- You get
- The reminders, editable on their cards or saved as drafts.
- You decide
- Sending asks first, unless you let the Agent send.
Choose the lines to credit and give a reason. The invoice itself is never edited.
- You get
- A credit note at the invoice's own rates, a Tax Credit Note in the UAE.
- You decide
- A person does it.
Issue a UAE tax invoice in English and Arabic
A UAE legal entity with its tax registration number.
An invoice in any currency, with the rate on each line and the tax and total in AED.
- You get
- A Tax Invoice with an Arabic second side.
- You decide
- Waits for your yes, unless you chose Full autonomy.
Ask in the chat for this quarter's issued invoices as a spreadsheet.
- You get
- An XLSX or CSV file of the rows you may read.
- You decide
- Always waits for a person.
A supplier's bill is posted against the goods receipt: billing past what was received is refused, and so is a repeated bill number.
- You get
- A posted supplier bill, and what is still owed on it.
- You decide
- A person does it.
What your team works in.
Every page of the product is on All features.
A week of getting paid.
Contoso, an invented company, starts the week with one invoice past due. Follow it to the money in, and make the decisions yourself.
Mon
Tue
Wed
Thu
Fri
Mon 08:00 · On schedule
The week starts with what is late.
A Mini, a small agent with one job, wakes every Monday at 08:00 and reads the invoices that are issued and unpaid. One is past its due date. It says how late it is, what happened last on the account, and proposes a call.
- Done
- The invoice that is past due, with what is owed and how late, and a proposed call.
- Waiting for you
- Approve the call, and it becomes a task with a due date.
You decide what is recorded and what goes out.
The Agent drafts payments and notes; a person records and sends them.
Nothing happens without you
Every payment and every email waits for your yes. Only the owner, or someone the owner allows, can let the Agent do more, and even then it can do nothing the person it works for could not.
From your own address
Notes to customers go out from the mailbox you connect, and each one is kept on the customer's record, so everyone sees what was said and when.
A Mini only proposes
A Mini reads and reports. A task or a change it wants comes to you as a card, and it never writes to a customer.
Photograph · from our shootAn office manager on the phone with a customer's accounts team, the customer's invoices open on the laptop in front of them.
The call, the promise and the payment, on one record.
Calls, notes and emails stay on the customer's record beside their invoices and what is still open, so whoever picks up the phone next knows the whole story.
What if a customer's promise to pay
On a call, Northwind promises to pay an overdue invoice by 20 November. Omar notes it on the invoice and asks to be reminded. The Agent proposes a task due that day, and he approves it; on the morning it is due, it is waiting for him.
Questions owners ask
Will anything be recorded or sent without me?
No. The Agent prepares payments and emails and asks first. Only the owner, or someone the owner allows, can let it do more.
Can a payment cover only part of an invoice?
Yes. Record what arrived: the invoice reads Partially paid, shows what is still open, and stays past due until the rest comes in.
How does a transfer reach the right invoices?
Tell the Agent what arrived, or record it yourself, and the payment is split across the invoices it covers, never more than each one still owes.
Do I need to connect my mailbox?
To send from SalexHub, yes: notes go from your own address. Without a mailbox the Agent can still tell you who owes what and write the note for you to send yourself.
Can customers pay online from the invoice?
Not today. Your customer pays the way they pay you now, and you record the payment when it arrives.
Does it work with invoices in other currencies?
Yes. Each invoice keeps its own currency, and a payment in another currency records what it settles in the invoice's own currency.
Go deeper
- Quotes & invoices Quotes, invoices, payments and credit notes, on your own letterhead.
- Minis Small agents with one standing job, such as the Monday check on this page.
- Product tour One order from the first request to the money in, in six steps.
Stop chasing. Start deciding.
Start free, bring your customers in from a spreadsheet, and issue your first invoice today.
Free for one person, with no end date · Five chat messages without an account · Pro and Business start with a 14-day trial