Getting paidFollow-up

Aging invoice escalation

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

Part of Overdue invoice chase

Tools

Xero, Wave, HubSpot

Outcomes

Old debt surfaces before write-off • Customer history in one place

Documentation

Instruction-ready detail below

Every Monday, check <in:spreadsheets>invoice aging</in:spreadsheets>, list anything past 30 days, and <slack>Slack</slack> me the total and who to call.

Instruction file

Every Monday, check <in:spreadsheets>invoice aging</in:spreadsheets>, list anything past 30 days, and <slack>Slack</slack> me the total and who to call.

Setup requirements

Tools

Xero, Wave, HubSpot

Trigger

When an invoice is more than 30 days overdue

Setup time

5 minutes

Other automations in this workflow

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.

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