Chasing overdue invoices manually consumes significant time as bookkeepers review aging reports, draft personalized reminders, monitor multiple payment channels, and reconcile deposits one by one.
Automated receivables chasing monitors overdue invoices continuously, generates and sends reminder emails based on aging thresholds, and matches incoming payments to invoices automatically. The result is faster cash collection, fewer missed follow-ups, and same-day reconciliation.
The full workflow, from trigger to completion.
Automation monitors daily for invoices that have reached or passed their due date without payment recorded.
Queries aged receivables, filters invoices 5+ days overdue, and extracts client name, amount, and days past due.
Drafts a personalized payment reminder email with invoice details and sends it to the client contact.
Automation checks and bank feeds for incoming payments and matches them to unpaid invoices by amount and client.
Automatically records the matched payment, updates invoice status to paid, and logs the transaction date.
Automation sends a summary to the bookkeeper listing all processed reminders and reconciled payments for review.
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