Invoice chasing consumes significant time as finance teams manually review aging reports, draft personalized reminders, and track responses across multiple tools. Manual reconciliation of payments introduces errors and delays collection.
Automation classifies overdue invoices by priority, generates and sends reminders automatically, and reconciles payments in real time. The result is faster collections, fewer errors, and more time for strategic finance work.
The full workflow, from trigger to completion.
Automation wakes at 6 AM daily and pulls the aged receivables report, identifying all invoices past their due date.
The automation analyzes each overdue invoice, classifies it by days overdue (5, 15, 30, 45+), and assigns a priority and reminder template based on the customer's payment history and invoice amount.
The automation generates a personalized reminder email using the assigned template, including invoice details and a payment link, and sends it to the customer contact.
A notification is posted confirming the reminder was sent, including customer name, invoice amount, and days overdue for team visibility.
Automation checks and bank feeds hourly for incoming payments, matching them to outstanding invoices by amount and customer.
When a payment is matched, the automation marks the invoice as paid and updates the customer balance automatically.
Invoices overdue 45+ days with no response, or payments that do not match an invoice, are flagged in a Google Sheet and a alert is sent to the Finance Manager for manual investigation.
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