Getting paidFollow-up

Weekly overdue list

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

Part of Overdue invoice chase

Tools

QuickBooks Online, Xero, Wave

Outcomes

Overdue balance known before chasing • A short list, not a full report

Documentation

Instruction-ready detail below

<in:schedule>Every Monday</in:schedule>, pull <in:spreadsheets>overdue invoices</in:spreadsheets> and <email>email</email> me one list with the amount, the days late, and the customer.

Instruction file

<in:schedule>Every Monday</in:schedule>, pull <in:spreadsheets>overdue invoices</in:spreadsheets> and <email>email</email> me one list with the amount, the days late, and the customer.

Setup requirements

Tools

QuickBooks Online, Xero, Wave

Trigger

Every Monday at 8:00am

Setup time

5 minutes

Other automations in this workflow

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.

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