Chase unpaid invoices without chasing them
Send the invoice from the job, and let it follow itself up.
The problem.
The work is done, the invoice is somewhere, and chasing it feels rude. So it sits there, and the money sits with it.
What it does.
The invoice comes off the job, so nothing is retyped. It goes as a link you can see them open. If it goes overdue it chases itself, once, politely.
Once, and politely.
Not a sequence. One reminder that sounds like you wrote it, because chasing badly costs more than not chasing.
You can see where it stands.
Sent, opened, overdue, paid.
For the accountant.
Expenses with receipts, categories and a clean export.
Questions
- Can I send invoices from my phone?
- Yes. The invoice comes off the job, so there is nothing to retype, and it goes out from wherever you are.
- Does it chase overdue invoices automatically?
- Yes, once. One reminder when it goes overdue, worded so it sounds like you wrote it. Not a sequence.
- Will I know if they have seen it?
- Yes. The invoice goes as a link rather than an attachment, and you can see whether it is sent, opened, overdue or paid.
- Does it work with my accountant?
- Expenses go in with their receipts and categories, and come out as a clean export. We do not replace your bookkeeping software.