Receivables & Invoice Chasing

Q: Can the automation handle invoices with partial payments?

Yes, the system tracks partial payments and continues to flag the remaining balance until the invoice is fully paid. Your team can review and adjust thresholds as needed.

Q: Will the automation work with our existing CRM or contact database?

The automation retrieves customer contact details from your email history and accounting software. If you use a separate CRM, it can be integrated to pull contact information directly.

Q: What happens if a customer email address is missing or invalid?

The automation flags invoices with missing contact details for manual review. Your team can then search for the correct address or use an alternative contact method.

Q: How does the automation identify repeat late payers?

The system tracks follow-up history and payment patterns automatically. Customers who consistently pay late are flagged in your tracking spreadsheet for escalation or special handling.

Chasing overdue invoices without the account manager having to make the call.

248 hrs

Manual time identified

Companies have mapped

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About This Automation

Chasing unpaid invoices manually consumes hours each week as staff check multiple systems, search for contact details, and send individual reminder emails. Manual bank reconciliation and follow-up tracking create delays and missed overdue accounts.

Automation monitors unpaid invoices daily, retrieves customer contacts automatically, sends timely reminders, and matches bank deposits to invoices in real time. the team focuses on exceptions and relationship building instead of data entry.

Key features:

Monitor unpaid invoices daily and flag those past due automatically

Retrieve customer contact details from your CRM and send reminder emails on schedule

Match incoming bank deposits to unpaid invoices and update payment status instantly

Track follow-up history and identify repeat late payers without manual logging

Reduce time to first reminder from days to same-day notification

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	Manual bank reconciliation Weekly download and matching of deposits to invoices in accounting software takes 35 minutes and is error-prone.	80%
2	Scattered contact details Customer email addresses and names are spread across email, CRM, and notes, requiring 15 minutes of searching per overdue invoice.	67%
3	Overdue invoice identification Manual filtering and categorization of invoices by age (15, 30, 60+ days) takes 12 minutes daily and is inconsistent.	53%
4	Individual email drafting Each reminder email is written separately with minor variations, consuming 10 minutes per send and lacking consistency.	40%
5	Late payer tracking Manual review of follow-up logs to identify repeat offenders is time-consuming and often incomplete.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.0/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.4/ 10

Hidden Overhead™

7.2/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Invoice Due Date Passestrigger

The automation checks daily for invoices where the due date has passed and payment status is unpaid.

2. Fetch Invoice and Customer Data

The automation retrieves the invoice details, customer name, email, amount, and days overdue.

3. Compose and Send Reminder Email

A templated reminder email is automatically sent to the customer with the invoice number, amount, and due date.

4. Log Follow-up Record

The automation records the reminder send date and customer details for audit and follow-up tracking.

5. Match Bank Deposits to Invoices

The automation compares daily bank deposits against unpaid invoices and automatically marks matching invoices as paid.

6. Identify Repeat Late Payers

The automation flags customers with three or more late payments in the past 90 days and logs them for review.

7. Send Daily Summary

A daily summary of new overdue invoices, matched payments, and flagged customers is posted for the finance team.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

14% 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

184 hrsIdentified

4Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What happens if a customer pays an invoice after a reminder has been sent?

The automation detects the incoming deposit, matches it to the unpaid invoice, and updates the payment status automatically. No duplicate reminders are sent.

Can the automation handle invoices with partial payments?

Will the automation work with our existing CRM or contact database?

What happens if a customer email address is missing or invalid?

How does the automation identify repeat late payers?

View more FAQs

Process pain:9.0/10

Mapped by:8 Companies

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Page updated 10 August 2026