Getting paidFollow-up

Overdue invoice chase

Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.

Tools

QuickBooks Online, Xero, FreshBooks, Stripe

Outcomes

Every overdue invoice has a next step • Aging shown before the write-off • No invoice left unchased past 60 days

Documentation

Instruction-ready detail below

What breaks

Work gets invoiced, then forgotten. Chasing a customer feels awkward, so it slips until the money is needed, and a 30-day bill becomes a 90-day bill.

What the workflow does

  • Every Monday, pull the invoices past their due date and sort them into first nudge, second nudge, and call the owner.
  • Draft a short reminder for each one, naming the invoice number, the amount, and a payment link.
  • Log every attempt against the customer, so the next person knows what has already been sent.
  • Flag anything past 60 days so it is collected, paid, or written off on purpose.

What stays human

You approve the wording before anything goes out, and you choose which customers get a phone call instead of an email. Nothing is sent and no account is written off without you.

Automations

Choose the setup that matches your tools.

Aging invoice escalation

Raise invoices older than 30 days, with a total worth calling about.

Invoice reminder draft

Draft a short payment reminder the moment an invoice passes its due date.

Weekly overdue list

Send one short list of every invoice past due, with the amount and the customer.

Problem this workflow solves

Invoices go out and then go quiet, because chasing a customer feels awkward and gets put off until the money is already needed. A 30-day bill quietly becomes a 90-day bill, and the owner ends up financing the customer's delay out of their own account.

Related workflows

Getting paid faster

Send the invoice the day the work is finished, with a payment option attached to it.

Invoice processing

Turn an incoming invoice into a matched, recorded line with the supporting document attached.

Monthly owner summary

Turn a month of book, invoice, and time data into one page the owner can read on a phone.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download