Use cases · Finance
Hear the day an invoice goes past due
A Mini tells you, with what is owed and a call proposed.
- Best for
- Owners who want to know before the customer forgets.
- You give it
- The job in your own words, or a saved view of sent invoices past due.
- Where it runs
- Mini
- Needs
- Any plan with the module on.
How it runs.
- The Mini watches the view, or checks every Monday at 08:00.
- It reports the invoice, what is owed, how late, and what happened last on the account.
You get
A report with reminder text inside it, and a call proposed.
You decide
The call becomes a task when you approve it. The reminder text is yours to send.
Make it a Mini
Tell me the day an invoice goes past due, with what is owed and what happened last.
Say the job in your own words when you create a Mini, or start from a ready one. About Minis
More for financeFor finance teams
- MinisSmall agents with one jobWhere 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
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
Give the Agent this job.
Start free, and see the result wait for your yes.