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Automated Invoice Reminders So You Stop Chasing Payments
Automated invoice reminders follow up on unpaid bills for you, politely and on time. You stop chasing money by hand, and customers get a clear, easy way to pay.
Your customer's phone
What you see
Example run for Ledgerline CPA. Business and customer names are made up.
The problem
Chasing payments is work nobody wants
The job is done and the invoice is out, but the money isn't in. Now you need to remember who owes what, write a polite email, and do it again two weeks later. It feels uncomfortable, so it gets pushed off. Say you have 15 open invoices; that is 15 notes to write and track every couple of weeks.
Late payments squeeze your cash flow. You may be paying suppliers and staff before your own customers pay you. Every hour spent digging through your accounting software and writing reminders is an hour away from paid work.
What changes for you
- Every unpaid invoice gets a reminder, even in your busiest weeks
- Customers get a payment link in every message
- You stop keeping a mental list of who owes you
- Fewer awkward phone calls about money
- A clear weekly view of what is still outstanding
How it works
How invoice chasing runs, step by step
The automation watches your invoices
It checks your accounting software each day for invoices that are coming due or past due. It also notices partial payments, so the next note shows the right amount.
Automated invoice reminders go out
A friendly note goes out a few days before the due date, then on the due date, then after. Each one shows the amount and a link to pay.
The tone changes over time
Early reminders are light and helpful. Later ones are firmer, and you approve the wording for each stage ahead of time.
Stubborn ones come to you
When a payment is still missing after the last reminder, you get a short list of who to call. Once a bill is paid, its reminders stop on their own.
Who it's for
Built for businesses like yours
Accounting firms
Firms that bill after year end work can chase their own invoices without pulling staff off client files.
See Accounting firms →Construction & engineering
Progress billing on longer projects means many invoices per client, and each one gets tracked and followed up on time.
See Construction & engineering →Agencies & consultants
Monthly retainer invoices go out on schedule, and late ones get a polite nudge without you writing the email.
See Agencies & consultants →Property management
Reminders for rent and fees go out on the same days every month, so tenants know what to expect.
See Property management →Works with
Limited time offer
You see results before you pay anything
How it works
Your first automation, built free. No strings attached.
- Day 1Free auditA 30 minute call. We find where time and customers leak out of your business and put a dollar figure on each one.
- Within 14 daysWe build itYour first automation, set up on your tools and tested with real messages. You approve it before anything reaches a customer.
- Your first 30 daysIt runs freeThen keep it at a fixed price we agree on together, or we switch it off. No card, no contract.
Who builds it
"I built automation for teams at Shopify and AtkinsRéalis, where a broken process costs real money. Now I build the same kind of systems for businesses that don't have an engineering team."
You work with the person who builds your system, from the audit to launch day. No account managers, no handoffs.
FAQ
Questions about invoice chasing
How soon can automated invoice reminders be running?
If you use QuickBooks Online, Xero, or FreshBooks, a first version is often ready in a week or less. We start with a free 30 minute automation audit to look at how you bill. The first automation runs free for 30 days, and you only agree to a fixed price, in writing, if you keep it.
Doesn't my accounting software already send reminders?
Some do, but the built in ones are often basic. They may send the same message every time, or only by email. We can add texts, change the tone by stage, skip certain clients, and send you a list of who needs a call. You still see every message before the first one goes out.
Will customers feel like a robot or a bill collector is after them?
Not at all. You choose the wording, and early messages read like a helpful heads up from your office. We write them to sound like you. You can also turn reminders off for any client you would rather call yourself.
What if a customer replies that they already paid?
The automation does not argue or guess. It pauses reminders for that invoice and sends you the reply, so you can check your bank and sort it out. Nobody gets another reminder about a bill they say is paid while you look into it.
Is this safe for my financial data?
The automation only reads what it needs, like the invoice number, amount, due date, and contact. You can remove its access to your accounting software at any time. We set reminders up with CASL, Canada's anti spam law, in mind, and we keep bank details out of every message.
Related automations
Free automation audit
Find out what to automate first
Tell us where the time goes. We will come back with your three biggest leaks, what each one costs, and which one we'd automate first.
- 30 minutes, on video or by phone
- Your biggest leaks, ranked by dollars
- Your first automation built free, then free for 30 days, while spots last
You'll talk to me directly. I'm Alex, and I run every audit and build every automation myself.