Smart Invoice Follow-Up System
Stop chasing unpaid invoices manually. This system sends automated, professional follow-ups on a smart schedule until you get paid.
The Problem
Sending invoice reminders manually is awkward, time-consuming, and easy to forget. Overdue invoices kill cash flow — but most business owners avoid the awkward follow-up.
The Solution
The moment an invoice goes overdue, this system kicks in with a pre-set sequence of professional follow-up messages — escalating politely over time until the invoice is marked paid.
What You Get
- Fewer unpaid invoices sitting past due
- Professional follow-ups sent automatically
- Escalation sequence stops the moment payment lands
- Your time freed from manual collections
How You'll Get It
Tell us about your setup
Fill in the short form on this page — your name, email, and what the automation should connect to. Takes about a minute.
Secure checkout
Pay once through Stripe. No subscription, no hidden fees — you own it.
Same-day delivery
Your workflow template file arrives by email the same day. Yours to keep forever.
We set it up for you
Send over your onboarding details (the accounts listed below) and we'll have everything connected and live within 2–3 business days — you never touch a line of code.
What You'll Need
A few accounts this automation plugs into. Don't have one yet? Each takes minutes to create — and we walk you through all of it during onboarding.
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QuickBooks account — Where the system watches for invoices going overdue.
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Gmail account — Sends the professional follow-up emails from your own address.
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Stripe account — Detects the moment payment lands so follow-ups stop instantly.
Only if you take payments online — optional.
Prefer different tools? One free swap included.
Every paid template comes with a one-time free tool swap — just tell us in the onboarding form. For this one you could use: Outlook or another email provider instead of Gmail; Xero or FreshBooks instead of QuickBooks.
Best For
$397 one-time
Own it outright — set up for your business.
Template file delivered same day
Set up & connected for you in 2–3 business days
Get this template
Tell us where it should plug in — then continue to secure checkout.
Works with
Don't use one of these? One free tool swap is included.
Bigger than one automation?
Automate your whole operation.
Templates are perfect for a single task. For a full business-operating system, we start with an audit to map exactly what to build — the required first step for every full package build.
Start with the Audit — $497