Use cases · Finance
Chase late payments, one reminder per invoice
Every overdue invoice gets its own reminder, from your own address.
- Best for
- Owners who chase money themselves.
- You give it
- The question: who is late paying?
- Where it runs
- Chat, App
- Needs
- A connected mailbox.
How it runs.
- The Agent finds the invoices past their due date.
- It writes one email per invoice to that customer's contact, with the invoice, the amount and how late it is.
- You edit, send, or save them as drafts.
You get
One reminder per overdue invoice, sent or saved.
You decide
Sending asks first, unless you let the Agent send.
Say it in the chat
Who is late paying? Draft one reminder per overdue invoice.
Change the words in brackets. Nothing is sent until you press Enter.
More for financeFor finance teams
- Quotes & invoicesQuotes, invoices and paymentsWhere this lives
- Invoice an accepted quoteThe invoice from the quote your customer accepted, in full or in parts.Chat · App
- Match one payment to its invoicesOne transfer, several invoices, each marked paid or part paid.Chat · App
- Correct an issued invoice with a credit noteFix a mistake without touching the invoice.App
Give the Agent this job.
Start free, and see the result wait for your yes.