Routines / Overdue Invoice Collections
Overdue Invoice Collections
Every Monday Jane pulls each invoice past its due date from QuickBooks, Xero or Stripe and reads your email for the client's last word on it. She sends a follow up in a tone that matches how late the invoice is and posts the list and total in chat.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
QuickBooks
Xero
Stripe
Gmail
Outlook
- 1
Monday's overdue list is pulled
Every Monday morning Jane pulls each invoice past its due date from QuickBooks, Xero or Stripe, with the client, the amount and the days outstanding.
- 2
Jane reads the client's last word
Jane reads your email for each client's last message on the invoice. She sends a follow up in a tone that matches how late the invoice is.
- 3
The overdue total is in chat
Each overdue client receives a follow up that Monday. Jane posts the list of overdue invoices and the total outstanding in chat.
Questions about Overdue Invoice Collections
What does the Overdue Invoice Collections routine do?
Every week it lists your overdue invoices, drafts a follow up to each client that becomes firmer as the invoice ages, and posts the list in chat for your team to approve.
Does Jane email our clients on her own?
No. Each follow up is a draft until a person on your team approves it.
Can we set our own tone and timing?
Yes. Tell Jane the days at which the tone changes, who to copy, and any client to handle by phone instead, and she follows those rules.
Which systems does it work with?
QuickBooks, Xero and Stripe for invoices, Gmail or Outlook for the follow ups, and HubSpot, Bullhorn and other CRM systems for the notes.
