Quick win · 2–3 days
Stop chasing payments by hand.
Overdue invoices are detected daily and chased on a polite, escalating schedule until they are paid.
Doing it by hand
Someone opens the accounting system, filters overdue invoices, and writes the same reminder email again. It happens when there is time for it, which means it often does not happen at all.
- A person manually filtering the overdue report
- Reminders sent inconsistently, or forgotten
- Awkward chasing conversations nobody wants to start
What we build instead
Every morning it checks which invoices are unpaid and how late each one is, then sends the right reminder for that stage — polite at a week, firmer at a month, and a heads-up to your team beyond that.
This one is designed and ready to build, but we have not built it yet — so there is nothing to show you running, and we are not claiming any results. We agree exactly what it will do for your systems first, and you see it working before you sign it off.
Scope this workflowThe workflow
How it runs
The highlighted steps are the parts we build for you. The rest are things you already have.
- TriggerEvery morningRuns on its own
- ProcessCheck unpaidWhich are late
- DecisionHow late?1 week / 1 month
- ActionSend reminderEmail or WhatsApp
- ActionTell your teamIf badly overdue
- Your accounting system
What you get
- Late invoices spotted without anyone checking
- Reminders get firmer the longer it goes unpaid
- Your team is told when one needs a phone call
- Chasing stops the moment they pay
- Professional services
- Accounting & CA firms
- Small & mid-size business
Related workflows
Others that fit the same business
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