Invoicing and receivables follow-up involves tracking overdue invoices, drafting reminder messages, calling customers, and reconciling payments by hand. This manual cycle repeats often and pulls time away from higher-value finance work while payment delays grow.
The automated version scans for overdue invoices, drafts and sends personalized reminders, matches incoming payments, and flags accounts that remain unpaid. This shortens the time between an invoice going overdue and a customer being contacted.
The full workflow, from trigger to completion.
Every morning the system checks for invoices that have crossed their due date.
The automation writes a reminder email using the invoice details and the customer's payment history.
Approved reminders are sent automatically from the billing inbox.
High-value or repeatedly late accounts are routed to the clerk for a personal call before any email goes out.
Every reminder, whether auto-sent or manually handled, is logged in the shared tracker with timestamp.
Incoming payments are matched to the correct invoice and marked paid automatically.
Invoices still unpaid after the set threshold are posted to the finance team's channel.
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