Follow up on invoices
you already sent.
TLDR finds unpaid invoices past their due date, drafts a reminder for each, and waits. Edit the wording, then click Send. A payment link is included when the source has one. Once the invoice is paid, the reminders stop and the dashboard counts that amount as collected.
On the sample file we ship, that is 5 overdue invoices worth about $10,850. Run that file before you upload your own.
The wording is public. Copy the three reminder emails before you create an account.
You approve every send
Drafts sit in your portal until you send them. Replies come back to your email. The From address is this site’s mailbox, with your name on the line.
It stops when they pay
A later run drops invoices that are no longer overdue and cancels their unsent drafts. Only reminders you actually sent count toward the collected number.
A file or a connected tool
Starter reads a file you upload. Growth, Scale and Firm also read QuickBooks, Xero, Stripe and Shopify, and note the reminder back on the invoice when the source allows it.
One of 30
Invoice follow-up ships with statements, aging, a call list, and more. The rest of the catalog, and how to build one outside it, is on the automations page.