Accounts receivable teams spend hours each day reviewing aging reports, composing reminder emails, and manually matching payments to invoices. This scattered, repetitive work delays collections and risks missed follow-ups.
Automation monitors overdue invoices continuously, sends timely reminders based on payment history, and matches incoming payments automatically. The result is faster collections and fewer missed invoices.
The full workflow, from trigger to completion.
The automation runs daily at 6 AM and checks for invoices that have reached their due date without payment.
The automation retrieves all unpaid invoices where the due date is today or earlier, grouped by customer.
The automation checks the contact history and the tracking spreadsheet to determine if this customer has already been reminded in the past 7 days, and which reminder stage (first, second, or escalation) applies.
The automation sends a templated reminder email to the customer, with the invoice number, amount, and due date pre-filled. The email is logged automatically.
The automation records the reminder date, customer name, invoice number, and amount tracker to prevent duplicate reminders.
When a payment is received, the automation matches it to the correct invoice by comparing customer, amount, and invoice number, then records the payment.
If an invoice exceeds 30 days overdue or the amount is above $5,000, the automation sends a alert to the finance manager with customer name, invoice number, and days overdue.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.