Finance · Agent
Chase overdue invoices
Every Monday the agent lists what is overdue and drafts a polite reminder per customer.
Template: Invoice Chaser. It is waiting in your workspace after you sign up.
The problem
Chasing payment is awkward, so it slips. Cash sits in other people’s accounts.
Where a person decides
- You approve the batch. Approve all, edit one, or skip a customer.
What you need
- Schedules are on Business. On Free you run it yourself when you want.
- Works with
Exact Online
Moneybird
Outlook
Gmail - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start
Every Monday at 09:00
A schedule on the agent
Action · Exact Online
Lists overdue invoices
Open receivables, amount and days overdue
Agent
Drafts a reminder per customer
Tone gets firmer with each reminder
Asks first
You approve the batch
Approve all, edit one, or skip a customer
Action · Outlook
Reminders sent
And a note on the board for anything over 60 days
How it runs, the way the workflow canvas shows it.
More jobs like this
Check every supplier invoice
Invoices are read from the PDF, checked, and passed on for payment once a person approves.
ManagementThe weekly report that writes itself
Every Friday the numbers are collected, summarised and sent as a document to the team.
Customer supportAnswer “where is my order?” emails
The agent reads the question, looks the order up in your system and drafts the reply with tracking.