Automation
Unpaid invoice reminders
Your overdue invoices chased with the right tone: courteous, then firm, never aggressive.
€9 per monthMonday to Friday at 9 am
Accounting and financeAutomation
Invoice as soon as the quote is signed
As soon as a quote moves to "accepted" in Zoho Invoice, the agent creates the deposit invoice (or the full invoice), sends it to the customer with the payment terms and lets you know. It then tracks the payment.
Use this template
€4 per month, estimatedPrice confirmed before launch
What the agent does
Whenever a quote is accepted
- 1Spot. Quote moved to accepted.
- 2Create. Deposit or full invoice.
- 3Send. With bank details and due date.
Sample deliverable
Deposit invoice DI-2026-087 sent
Quote Q-2026-131 accepted by Ms Roche: 30% deposit, €1,306.80 incl. VAT, due in 7 days.
- Message: Invoices issued
Connectors
Zoho Invoice: read accepted quotes and create invoices
Already set up for you
- Deposit
- 30% unless the quote says otherwise
What you'll be asked
- Which invoice should be created?
Who it's for
About 25 runs a month, simple task and 3 actions per run (emails sent): Micro tier.
Learn more
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