Finance · Live demo
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Chasing clients for money is uncomfortable, so it slips down the list and debtor days creep up. When it does happen, nobody keeps a clear record of who promised what, or why an invoice is stuck.
How it works
- Reads overdue invoices, contacts and PO numbers from your accounting software
- Sends a friendly reminder email with the invoice attached
- Calls the client's accounts payable team if it's still unpaid after the agreed number of days
- Finds out what's holding the invoice up and fixes simple paperwork problems on the spot
- Records promise-to-pay dates and notes against the invoice
- Hands disputes and payment plan requests to your credit team
What it connects to
- AgentHi, is that Paul? It's Max from the Brackenfield Advisory billing team, about invoice 20417 for 48,600 dollars, which was due on the 5th.
- Paul (accounts payable)Ah, yes. Sorry, it's stuck in our approval queue.
- AgentNo problem. Is anything holding it up, or do you know when it's likely to be paid?
- Paul (accounts payable)Our system wants a PO number on it. Once that is sorted, our next payment run is Friday.
- AgentThe PO is 77310, printed on page two. I'll email you a copy now with it highlighted, and note Friday against the invoice.
Illustrative conversation. Names, numbers and details are made up.
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Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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