Overdue invoice chase

Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.

macOS — coming soonSee the 3 automations
SMB / AUTOMATE.md

When an invoice is 3 days overdue, draft a short reminder with the amount and a payment link, and hold it for me to send.

## Tone
-Friendly and short. The first reminder never mentions fees.
-Always include the amount, the due date and the payment link.
## How firm
Days overdueReminder
3Friendly nudge
14Firmer note, copy me
30Flag it for a call instead
-Never send it — leave it in my drafts.
Ready-made: Invoice reminder draft

The job, and what good looks like.

### What breaks Work gets invoiced, then forgotten. Chasing a customer feels awkward, so it slips until the money is needed, and a 30-day bill becomes a 90-day bill. ### What the workflow does - Every Monday, pull the invoices past their due date and sort them into first nudge, second nudge, and call the owner. - Draft a short reminder for each one, naming the invoice number, the amount, and a payment link. - Log every attempt against the customer, so the next person knows what has already been sent. - Flag anything past 60 days so it is collected, paid, or written off on purpose. ### What stays human You approve the wording before anything goes out, and you choose which customers get a phone call instead of an email. Nothing is sent and no account is written off without you.

When it is handled

  • Every overdue invoice has a next step
  • Aging shown before the write-off
  • No invoice left unchased past 60 days

Works with tools like

  • QuickBooks Online
  • Xero
  • FreshBooks
  • Stripe

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Aging invoice escalation

Every Monday, check invoice aging, list anything past 30 days, and Slack me the total and who to call.

When an invoice is more than 30 days overdue

Invoice reminder draft

When an invoice is 3 days overdue, draft a short reminder with the amount and a payment link, and hold it for me to send.

When an invoice becomes 3 days overdue

Weekly overdue list

Every Monday, pull overdue invoices and email me one list with the amount, the days late, and the customer.

Every Monday at 8:00am

You stay in charge.
At every step.

It does the admin. You decide what reaches a customer.

  • Nothing sent without your OK

    Reminders and replies wait in your drafts until you send them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only what you connect

    Each automation reaches only the email, calendar and folders you give it.

Invoice reminder draft

Approve before it saves the document?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

The features in your invoicing or booking app

Sending standard reminders inside that one app.

They stop at that app's edge and can't follow your own rules or exceptions.

Flowchart automation tools

Connecting apps if you have the time to build and maintain the flow.

Most owners never have that time, and every exception becomes another branch.

Doing it in the evening

Full control, every time.

It waits for you, and it slips when the week gets busy.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Getting paid faster

Send the invoice the day the work is finished, with a payment option attached to it.

2 automations

Invoice processing

Turn an incoming invoice into a matched, recorded line with the supporting document attached.

2 automations

Monthly owner summary

Turn a month of book, invoice, and time data into one page the owner can read on a phone.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon