Stop chasing money by hand. When a client owes you a deposit or an invoice goes past due, an AI sends a polite, well-timed reminder by SMS and email on a schedule until they pay. The moment Stripe confirms payment, the chasing stops and a thank-you goes out. You get paid faster without an awkward phone call.
TL;DR: This is an accounts-receivable system that chases unpaid deposits and overdue invoices for service businesses that bill per job. Reminders escalate gently over time, stop the second a client pays, and book a deposit call when needed. Build your own free →
What Is Deposit & Unpaid-Invoice Chase?
It is a connected system that watches your Stripe one-off invoices and deposits, then runs a friendly reminder cadence for anything unpaid or overdue. A built-in AI writes each nudge, raises the tone slightly as the days pass, and offers to book a deposit call. When payment clears, everything stops and the client gets a thank-you — no manual tracking, no double-messaging. It is built for contractors, agencies, clinics, law firms, consultants, and roofers who bill per job, not per subscription.
One-Off Tool vs a Connected System You Own
A standalone reminder app sends a generic email and forgets the rest. A connected Taskade Genesis system owns the whole receivables flow — the tracker, the agent that writes the nudges, and the automation that fires and stops on its own.
| What you get | Manual chasing | A one-off reminder tool | Connected Taskade system you own |
|---|---|---|---|
| Reminder cadence | You set phone alarms | Fixed template, one channel | AI-written SMS + email, escalates over time |
| Stops when paid | You hope you noticed | Often keeps sending | Stops the instant Stripe confirms payment |
| Receivables view | Sticky notes | A list you export | A live Projects tracker with 7 views |
| Books the deposit call | You do it | No | AI offers a booking link automatically |
| Owns the data | Spreadsheet | Their servers | Your workspace, clone-and-own |
How It Works
Clone this app into your workspace and connect Stripe so unpaid deposits and overdue invoices flow in through a trigger.
Add your reminder schedule — for example Day 3, Day 7, and Day 14 — and let the AI agent draft each polite SMS and email for you.
When a deposit or invoice goes past due, the reminder cadence fires automatically and the tone escalates gently with each touch.
If a balance lingers, the agent offers a booking link so the client can schedule a deposit call instead of being chased again.
The moment Stripe confirms payment, all reminders stop, the record marks itself paid, and a thank-you goes out on its own.
A Connected System, Not a One-Off
This chaser is one part of a full money-in workflow you own. Pair it with the Stripe Overdue Invoice Chaser for subscription-style reminders, the Stripe Receipt to Bookkeeping Entry so every paid deposit also updates your ledger, and the Stripe Membership Billing Tracker if you also bill members. Build the whole system in generate, add teammates with AI agents, wire the triggers in automate, or browse live examples in the Community Gallery. One prompt builds a payment-follow-up employee that remembers every client, writes every nudge, and never chases someone who already paid.
Frequently Asked Questions
How is this different from a subscription dunning tool?
Subscription dunning recovers failed recurring charges on a card. This system chases one-off deposits and per-job invoices for service businesses. It is the accounts-receivable side: a client owes you money for a specific job, and the AI reminds them politely until they pay, then stops.
Will it stop messaging a client the moment they pay?
Yes. A Stripe payment-confirmation trigger fires the instant payment clears, which stops every scheduled reminder and marks the record paid. There is no window where a client who already paid keeps getting chased, so you never send an awkward over-reminder.
Can I control how often reminders go out and how firm they get?
Yes. You set the schedule, such as Day 3, Day 7, and Day 14, and the AI escalates the tone gently with each touch. You can use different cadences for different amounts or client types, so a small deposit and a large final invoice can be chased differently.
What if a client pays by bank transfer or cash instead of Stripe?
You can mark the record paid by hand in the tracker, which triggers the same stop-the-reminders flow. You can also connect a bank or accounting trigger so the payment event arrives automatically. Either way, the chasing stops once the balance is settled.
Does this work for contractors, agencies, clinics, and law firms?
Yes. It is built for any local service business that bills per job, including contractors, agencies, law firms, clinics, consultants, and roofers. If you collect deposits before work starts or send invoices after, this system chases the unpaid balances for you.
Do I need to be technical to set this up?
No. You clone the app, connect your Stripe account once, and adjust the reminder schedule in plain language. There is no code to write. The AI agent handles the wording and the automation handles the timing, so you only review the receivables view when you want to.
Can the system book a deposit call for me?
Yes. If a balance lingers past your threshold, the AI offers the client a booking link so they can schedule a call to pay the deposit. This turns a stalled invoice into a conversation, instead of leaving you to make the awkward follow-up phone call yourself.
How does this fit with the rest of my Taskade workspace?
It connects to your other money-in flows. Paid deposits can update your bookkeeping ledger, your receivables tracker shows every outstanding balance across 7 project views, and your agents share memory of each client. It is a connected system you own, not a single tool that forgets everything between jobs.