Skip to content
AZE
Use case

Automated Payment Reminders: Chase Unpaid Invoices Without the Awkward Call

The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.

Area
OperationsRuns on an AI System
Good for
Small businessMid-size
Example tools
QuickBooksStripeGoHighLevel

The Problem

  • The job is done and the invoice is overdue.
  • You keep putting off the awkward reminder, then check your bank account hoping they've paid.

Imagine This

You’re working on the next job while a polite reminder goes to a customer whose payment is still recorded as overdue. A disputed invoice comes back to you to handle.

How It Works

Example setup · AutomationWhat's the difference?

  1. TriggerYour invoicing tool shows an invoice past duee.g. QuickBooks, Stripe, Xero
  2. ActionA polite reminder goes out with the pay linke.g. GoHighLevel, Gmail, Twilio
  3. ActionReminders repeat until the payment is recordede.g. GoHighLevel, QuickBooks, Stripe
  4. Back to youDisputes and anything open after three tries come to youe.g. a task in your CRM
An example, not a package. We build it on the tools you already use, and any of these can be swapped.

What Changes

You spend less time composing reminders and checking who still needs one.

The service behind this

A CRM that's set up properly knows who still owes you and sends the reminders, so nobody has to remember to chase.

  • Operations

    CRM Implementation Coming soon

    Build a CRM your team can actually run on.

Workflows that go with this one

See every workflow you can hand to AI