How does an AI agent chase overdue invoices?#
It acts the moment an invoice slips. Agent Studio checks your invoices against their due dates and fires Invoice overdue once for each one that is past due with money still owed. The event carries the contact, the invoice number, the amount due, the pay link and the days overdue, so your reminder writes itself.
- OnceInvoice overdue fires once per invoice, so customers never get duplicate reminders from the trigger
- 1 clickThe pay link rides in every reminder, straight to checkout
How do I set up automatic invoice reminders?#
Build one CRM workflow: the overdue trigger, a reminder email, a wait, and a task. It takes about ten minutes and runs on every invoice you send from Payments.
Build your overdue invoice workflow
Step 1: Send invoices from Payments
Invoices you create in Payments carry a due date and a pay link, which is what the overdue trigger watches.Create an invoiceStep 2: Start a workflow on Invoice overdue
In Automations, create a workflow and pick the CRM Trigger event Invoice overdue.Open AutomationsStep 3: Add the reminder email
Add Send Email. Use{{in.contact.firstName}},{{in.invoice.number}},{{in.invoice.amountDue}}and{{in.invoice.payUrl}}in the message. Turn off Add unsubscribe footer, since this is a one-to-one transactional email.Step 4: Wait, then hand it to a person
Add Wait for 7 days, then Create Task titled with the invoice number and assigned to whoever owns collections.Open TasksStep 5: Test it free and switch it on
Test runs skip the wait, so you see the whole chain in seconds. Then press Publish and it runs on every overdue invoice.
Hi {{in.contact.firstName}},
Invoice {{in.invoice.number}} for ${{in.invoice.amountDue}} is now past due.
You can pay it in one step here: {{in.invoice.payUrl}}
If it's already on its way, thank you, and ignore this note.How do I send firmer reminders as an invoice ages?#
Use the Invoice Chaser template. Every Monday it reads your list of outstanding invoices and drafts a short, direct follow-up for each overdue one, under 60 words, firmer as the invoice ages. Feed it invoices from any system, review the drafts, and send.
| Job | Use | Starts |
|---|---|---|
| Remind the day an invoice goes overdue | CRM workflow on Invoice overdue | Automatically, per invoice |
| Draft a chase list for every open invoice | Invoice Chaser template | Every Monday on a Schedule |
| Bill a contact from a workflow | Invoice or Payment Link step | Any CRM trigger you pick |