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Accounting and financeAutomation

Unpaid invoice reminders

Every morning, the agent reads your invoices in QuickBooks, spots the overdue ones and sends a graduated reminder: a friendly nudge after 3 days, a firm reminder after 15, a final notice before formal demand after 30. It gives you an update every Friday.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Monday to Friday at 9 am

  1. 1Read. Overdue invoices and remaining balance.
  2. 2Pick the tone. Based on how late: friendly, firm or final notice.
  3. 3Remind. Email with the invoice attached.

Sample deliverable

Outstanding as of Friday: €18,420 incl. VAT

  • INV-2031, Studio Nord, €2,400: firm reminder sent (day 15)
  • INV-2044, Maison Lenoir, €860: friendly reminder sent (day 3)
  • INV-2019, Groupe Valmy, €9,600: final notice sent (day 30). A phone call is recommended.
  • Message: Reminders sent and outstanding balance to date

Connectors

  • QuickBooksQuickBooks: read invoices and their due dates
  • GmailGmail: send the reminders

Already set up for you

Steps
Day 3, day 15, day 30
Attachment
The invoice in question

What you'll be asked

  • How should the reminders be signed?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (emails sent): Essential tier.

Learn more

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