Invoice chasing
Polite, escalating reminders on overdue invoices that stop the moment they pay.
What it's worth
Paid 1–3 weeks faster
Who it's for
Any trade owed money by customers who 'forget' to pay until reminded, more than once.
DIY: how to set this up yourself
A high-level path to a basic version you can build in Claude on your own.
- Connect your accounting tool or export a list of overdue invoices.
- Give Claude your business details and the tone you want: firm but friendly.
- Write a 3-step escalating reminder sequence with Claude: a friendly nudge, a firmer reminder, a final notice.
- Set a daily check for anything newly overdue.
- Review what's queued to send each day before it goes out.
- Stop the sequence automatically the moment a payment comes in.
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