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
Recurring invoices
On the 1st of each month, the agent creates the invoices for your subscription customers in FreshBooks, adds the one-off services noted in your spreadsheet, sends them and gives you the list with the total billed.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
On the 1st of each month at 8 am
- 1Read. Subscription customers and this month's services.
- 2Create. One invoice per customer.
- 3Send. Invoices sent, list shared with you.
Sample deliverable
12 invoices issued on November 1: €7,840 excl. VAT
Including 2 one-off services added (Garnier workshop €450, Orsay travel €120).
- Message: Invoices issued and monthly total
Connectors
FreshBooks: create and send the invoices
Google Sheets: read one-off services
Already set up for you
- Date
- The 1st of the month
- Approval
- Invoice kept as a draft if an amount changes by more than 20%
What you'll be asked
- Which email address should the summary be sent to?
Who it's for
About 1 run a month, standard business logic and 6 actions per run (emails sent): Micro tier.
Learn more
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