Invoice chasing consumes significant time as finance staff manually check invoice status, compile overdue lists, and send reminder emails with no automated tracking. Manual payment reconciliation and inconsistent escalation lead to delayed collections and duplicated outreach.
Automation monitors invoices daily, sends templated reminders automatically, matches incoming payments to invoices, and flags long-overdue accounts for escalation. Collections accelerate and staff focus shifts from routine follow-up to exception handling.
The full workflow, from trigger to completion.
The automation checks daily for invoices that are overdue or due within 3 days. When a match is found, the process begins.
The automation retrieves the full invoice record, customer contact information, and payment history.
A templated reminder email is sent automatically to the customer with the invoice amount, due date, and payment link. The email is logged for audit.
A notification is posted to a finance channel with the customer name, amount, and days overdue so the team is aware.
The automation checks and bank feeds for incoming payments and matches them to the invoice using customer and amount data.
When a payment is matched, the automation marks the invoice as paid and updates the customer record.
The automation refreshes a Google Sheet with the current aging summary, removing paid invoices and highlighting invoices overdue by 30+ days for escalation.
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