Receivables & Invoice Chasing

The automation monitors all unpaid invoices. When an invoice reaches its due date or passes it, the workflow is triggered.

Retrieve the invoice record, client contact information, payment history, and any previous reminders.

The automation evaluates how many days overdue the invoice is and whether the client has a history of late payment. It selects the appropriate reminder template (friendly first notice, firm second notice, or escalation).

The automation sends the selected reminder email to the client and copies the project manager.

When a deposit hits the business bank account, the automation is triggered to reconcile it.

The automation matches the deposit amount and date to the corresponding invoice using client name, amount, and timing heuristics.

The matched invoice is automatically marked as paid with the payment date and method recorded.

Each morning, the automation posts a summary to a designated channel showing payments received, invoices sent, and any overdue accounts flagged for attention.