Automated Invoice Reminder
Get paid on time, without chasing.
Invoices nobody got around to chasing quietly cost real money every year. The workflow catches every overdue entry, drafts a reminder in your tone, attaches the invoice, and sends it.
Hi James, just a quick note that invoice INV-0247 for £4,200 is now 5 days past due. Please find the invoice attached for your reference.
From overdue to chased, in four steps.
Your records are checked on schedule. Every overdue invoice is flagged against your criteria: due date, amount, client priority, or status.
AI drafts a professional, personalised reminder for each overdue invoice in your tone, calibrated to how long the invoice has been outstanding.
The correct PDF is pulled from your cloud storage and attached to the reminder, so each email lands with everything the client needs to pay.
The reminder is delivered to the client. Invalid addresses are skipped, do-not-chase invoices are excluded, and every action is logged for your records.
What changes after we deploy this.
If any of these describe your business, this workflow earns its keep.
When payments age past due without follow-up, you lose revenue and cash flow. The workflow catches every overdue entry the moment criteria are met, so nothing ages quietly in a spreadsheet.
Drafting, attaching, and sending reminders manually burns hours every week and creates inconsistency. Every reminder needs to hit the same standard. The workflow does that without anyone doing the work.
Unpredictable collections create cash flow problems that compound over time. Consistent, timely reminders shorten the payment cycle and give you a more predictable picture of incoming revenue.
An audit trail, kept for you.
You won't watch this day to day. We maintain the full record on your behalf, available whenever you need to review, export, or share it.
- 8:05 AMReminder sentINV-0247 · Meridian Group5 days overdue · £4,200INV-0247 · Meridian Group8:05 AM5 days overdue · £4,200Reminder sent
- 8:05 AMReminder sentINV-0251 · Blue Arch Studio7 days overdue · £1,850INV-0251 · Blue Arch Studio8:05 AM7 days overdue · £1,850Reminder sent
- 8:06 AMSkippedINV-0239 · Tanaka ImportsMarked do not chaseINV-0239 · Tanaka Imports8:06 AMMarked do not chaseSkipped
- 8:06 AMEscalated to youINV-0231 · Clearfield & Co.34 days overdue · £12,400INV-0231 · Clearfield & Co.8:06 AM34 days overdue · £12,400Escalated to you
- 8:07 AMReminder sentINV-0253 · Linden Freight5 days overdue · £780INV-0253 · Linden Freight8:07 AM5 days overdue · £780Reminder sent
We follow strict security practices including OAuth access control, AES-256 encryption, and full audit logs. Credentials are never stored in raw form.
- CASA Tier 2 verified
- OAuth access
- AES-256 encryption
- Audit logs
- GDPR
- CCPA
Want to know what is sitting overdue right now?
We will look at your open invoices and tell you which ones we would chase, and which ones we would leave to you.
It runs inside the tools you already use.
And 30+ others. If your tool is not listed, ask.
See every integrationThe questions we get before we build.
Still unsure? Ask us directly and we will answer before you commit to anything.
Can I control which invoices get reminders?
Yes. You define the criteria during setup, such as overdue days, client priority, or invoice status. Only invoices matching your rules trigger outreach, and you can adjust the rules at any time as your business changes.
Do reminders go out automatically?
Yes. Once enabled, reminders are generated and sent on schedule without manual work. You can review the audit log at any time to see exactly what went out, when, and to whom.
What if an invoice should not be chased?
Mark it as 'do not chase' in your records and the system skips it automatically. No reminder is generated, no email is sent, and the skip is logged so you have a clear record. You can update exclusions at any time and the workflow honors them on the next run.
Can tone and frequency be customised?
Yes. You can adjust both at any time to match your workflow and client expectations. Escalation levels, reminder intervals, and email tone are all configurable, so a 5-day nudge reads differently from a 30-day follow-up.
What happens if an email address is invalid?
The system detects invalid addresses and skips sending, keeping your outreach clean. Skipped reminders are logged with the reason so you can follow up manually or correct the record before the next run.
Other automations that complement this one.
This chases what you are owed; Payment Reconciliation closes it off when the money lands, which is what stops a reminder going to someone who paid last week. Alongside Invoice Processing and Expense Tracker you get the whole loop: supplier invoices captured, expenses logged, your own invoices chased, and payments matched back.
Ready to stop chasing invoices?
Get consistent, professional reminders sent automatically, without the manual work.
Every workflow is a managed monthly service. No credit card, and we respond within one business day.