Receivables & Fee Chasing

Q: Can the automation handle partial payments and promises to pay?

Yes. When clients reply with payment commitments or partial payment notifications, the automation logs these directly to your accounting records so your team has a complete picture of each account.

Q: How does the automation prevent duplicate reminders?

The system tracks every reminder sent and checks the history before composing a new email, ensuring clients receive only one message per invoice unless circumstances change.

Q: What happens when an invoice becomes seriously overdue?

Invoices overdue by more than 30 days trigger an automatic alert to your finance team so they can contact the client directly without waiting for manual review.

Q: Will the automation work with our existing accounting software and email?

The automation integrates with mainstream accounting platforms and email systems, connecting to your bank feeds and existing client contact lists so no manual data entry is required.

Chasing overdue fees while protecting the client relationship.

232 hrs

Manual time identified

Companies have mapped

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About This Automation

Chasing unpaid invoices manually consumes significant time as staff review accounting software, check emails and bank deposits, and send reminders without coordination. This creates duplicate outreach, delayed escalations, and slow cash collection.

Automation monitors invoices daily, checks payment status against bank feeds, sends timely reminders, and escalates overdue accounts automatically. The result is faster cash collection and minimal staff involvement.

Key features:

Monitor unpaid invoices daily and flag those past due or due within three days

Check payment status against bank feeds and email to avoid duplicate reminders

Send reminder emails automatically with correct client contact information

Log payment promises and partial payments directly to your accounting records

Escalate high-risk accounts same-day when invoices exceed 30 days overdue

Reconcile incoming payments and match them to invoices without manual intervention

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Payment status verification delays Checking email and bank deposits manually for each invoice creates bottlenecks and takes significant time.	80%
2	Duplicate reminder prevention Manual spreadsheet tracking fails to prevent duplicate outreach, damaging client relationships.	67%
3	Unreconciled payment promises Payment commitments logged in email or spreadsheets are not synced to accounting records, creating reconciliation errors.	53%
4	Slow escalation process Manual flagging and Slack notifications delay escalation of high-risk accounts by several days.	40%
5	Manual payment matching Partial payments and delayed deposits require manual investigation and reconciliation in accounting software.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.8/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.7/ 10

Hidden Overhead™

7.8/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Invoice Due or Overduetrigger

The automation platform monitors daily for invoices that are unpaid and either due today or overdue. It pulls the invoice number, client name, amount, and days overdue.

2. Check Recent Payments

The automation queries and the bank feed to confirm the invoice is still unpaid and checks for any partial payments or recent deposits that may not yet be reconciled.

3. Send Reminder Email

If the invoice is confirmed unpaid, a templated reminder email is sent to the client contact on file, with the invoice number, amount, and due date pre-filled.

4. Log Reminder

The reminder send date and client name are logged as a note or custom field invoice record to prevent duplicate reminders within 7 days.

5. Notify Finance Team

A summary of all reminders sent and overdue invoices is posted so the team knows what has been chased and can monitor responses.

6. Flag High-Risk Accounts

Invoices overdue by more than 30 days are flagged with a high-priority alert to the finance manager or owner for immediate follow-up.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

20 hrsIdentified

4Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What happens if a payment arrives but has not yet been recorded in the accounting software?

The automation checks bank feeds and email before sending a reminder, so it detects unrecorded payments and avoids duplicate outreach. This prevents embarrassing follow-ups after payment has already been made.

Can the automation handle partial payments and promises to pay?

How does the automation prevent duplicate reminders?

What happens when an invoice becomes seriously overdue?

Will the automation work with our existing accounting software and email?

View more FAQs

Process pain:8.8/10

Mapped by:8 Companies

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Page updated 10 August 2026