Invoices slip past due date and cash flow suffers while you avoid awkward follow-ups. This automation sends polite reminders on a set schedule and creates AR tasks until the invoice is paid or formally written off.
The workflow watches invoice records for due dates that pass without payment. A gentle reminder goes out first, then a firmer nudge, then a task for your bookkeeper or account owner with the full history attached. When payment arrives, the sequence stops and the invoice marks itself reconciled.
What's Included
- Due-date trigger: Detect unpaid invoices after the due date.
- Reminder sequence: Configurable polite-to-firm email cadence.
- AR tasks: Assign follow-up to finance or the account owner.
- Payment stop rule: End reminders the moment payment posts.
- Aging report feed: Keep overdue totals visible in one table view.
How To Use
- Clone the invoice tracker kit below.
- Connect your invoice source or ledger project.
- Set reminder intervals and escalation owner in Automations.
- Enable the workflow and let overdue invoices remind themselves.
Pair with bookkeeping automations, open an invoice generator, or browse finance kits in the Community Gallery.