Draft a short payment reminder the moment an invoice passes its due date.
Part of Overdue invoice chase
Tools
FreshBooks, QuickBooks Online, Stripe
Outcomes
Reminder drafted the same day • Each customer nudged once, not five times
Documentation
Instruction-ready detail below
When an invoice is 3 days overdue, draft a <documents>short reminder</documents> with the amount and a payment link, and hold it for me to send.
When an invoice is 3 days overdue, draft a <documents>short reminder</documents> with the amount and a payment link, and hold it for me to send.Tools
FreshBooks, QuickBooks Online, Stripe
Trigger
When an invoice becomes 3 days overdue
Setup time
10 minutes
Send the invoice the day the work is finished, with a payment option attached to it.
Turn an incoming invoice into a matched, recorded line with the supporting document attached.
Turn a month of book, invoice, and time data into one page the owner can read on a phone.
Download
Download the app and begin with drafts and checklists before you write anything back.