Chasing overdue invoices manually consumes hours daily as staff check multiple systems, draft individual emails, and track reminders in spreadsheets. Manual reconciliation of payments to invoices introduces delays and errors that extend collection cycles.
Automation monitors invoices for overdue status, sends templated reminders at the right time, and reconciles incoming payments automatically. The result is faster collections, fewer manual touchpoints, and better visibility into cash flow.
The full workflow, from trigger to completion.
The automation detects when an invoice passes its due date without payment. This triggers the workflow to begin.
The system retrieves the invoice number, client name, amount, due date, and contact email.
A templated reminder email is automatically sent to the client, including invoice details and a payment link.
The reminder event is recorded with the date, client, and invoice number for audit and tracking.
The automation checks for incoming payments matching the invoice amount and client. When a payment is detected, it proceeds to reconciliation.
Once payment is confirmed, the invoice is automatically marked as paid with the payment date and method recorded.
A confirmation message is sent to the finance channel, alerting the team that the invoice has been paid and closed.
If the invoice remains unpaid 10 days after the first reminder, a second reminder email is automatically sent to the client and account manager.
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