Receivables & Invoice Chasing

Q: Can the automation handle invoices with partial payments or payment plans?

The automation tracks full invoice payments; partial payments or payment plans require manual review and adjustment by the billing team.

Q: How does the system decide which invoices to escalate to engagement partners?

Invoices are escalated based on configurable rules, such as amount thresholds and days overdue; your team defines these rules during setup.

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

Yes, the automation integrates with mainstream accounting software and email platforms; your specific tools are confirmed during the implementation phase.

Q: What happens if a client disputes an invoice or requests an extension?

Disputed or extended invoices can be flagged manually to pause automated reminders; the billing team reviews these exceptions and updates the system accordingly.

Keep cash flowing by automatically chasing unpaid invoices before they become a write-off problem.

475 hrs

Manual time identified

Companies have mapped

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About This Automation

Invoice chasing at legal practices involves manually checking aging reports, filtering overdue invoices, drafting personalized reminders, and tracking responses across email and spreadsheets. Manual processes create delays, missed follow-ups, and inconsistent escalation of high-value items.

Automation monitors aging reports in real time, classifies invoices by age bucket, generates and sends reminder emails automatically, and escalates high-value overdue items to engagement partners. the team focuses on exceptions and relationship management instead of routine tracking.

Key features:

Monitor aging reports automatically and classify invoices by days overdue

Generate and send personalized reminder emails based on invoice age and amount

Track all reminders and responses in a centralized log without manual data entry

Escalate high-value overdue invoices to engagement partners systematically

Reconcile payments automatically when confirmation is received

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 email composition Billing staff spend 15 minutes per batch drafting personalized reminders, creating a bottleneck during high-volume periods.	80%
2	Inconsistent escalation High-value overdue invoices are escalated ad hoc, missing some items and delaying partner outreach.	67%
3	Duplicate data entry Follow-up activity is logged manually in a spreadsheet after sending reminders, duplicating data already in the accounting software.	53%
4	Payment tracking delays Monitoring email and Slack for payment confirmations is reactive; reconciliation in the accounting software happens days later.	40%
5	Aging report delays Manual report pulls mean reminders are sent 2-3 days after the due date, reducing collection effectiveness.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.6/ 10

AI Fit Rating™

8.6/ 10

Automation Lift Index™

8.2/ 10

Hidden Overhead™

7.1/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Invoice Due Date Passestrigger

The automation platform monitors daily for invoices where the due date has passed and no payment has been recorded.

2. Fetch Overdue Invoice Data

Retrieve invoice details including client name, invoice number, amount, due date, and days overdue.

3. Classify by Aging Bucket

The automation categorises each invoice as 7-day, 14-day, 30-day, or 60+ day overdue and determines the appropriate reminder template.

4. Generate and Send Reminder Email

The automation composes a personalised reminder email using the client name and invoice details, then sends it.

5. Log Follow-up Activity

Record the reminder sent date, client contact, and next follow-up date as a task linked to the client record.

6. Flag High-Value Items for Review

If an invoice exceeds $5,000 and is 30+ days overdue, send an alert for the Finance Manager to review and escalate manually.

7. Reconcile Payment on Receipt

When payment is received and recorded, the automation marks the invoice as paid and logs the reconciliation timestamp.

Most popular tool stack used

— the complete tool combinations companies use

58% of companies

28% of companies

13% 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 client pays an invoice after a reminder has been sent?

The system monitors for payment confirmations and automatically reconciles the payment in the accounting software, stopping further reminders for that invoice.

Can the automation handle invoices with partial payments or payment plans?

How does the system decide which invoices to escalate to engagement partners?

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

What happens if a client disputes an invoice or requests an extension?

View more FAQs

Process pain:8.6/10

Mapped by:19 Companies

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Page updated 10 August 2026