05 Getting paid Entry 61 Office
Draft payment reminders for every overdue invoice
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“For every overdue invoice, check nothing's come in and there's no dispute, then draft a reminder in my voice with the invoice number and amount.”
- You text“For every overdue invoice, check nothing's come in and there's no dispute, then draft a reminder in my voice with the invoice number and amount.”
- It readsQuickBooks Online, your job board, Gmail or Outlook.
- What stays yoursHow hard to push. Anyone you'd rather call yourself. The send, until you've approved the first.
- You getReminders you approve, not reminders you write, and a Monday text on where the money stands.
- What it does
- It checks every overdue invoice against payments and against the email thread, then drafts a reminder for each one that still needs it: polite, specific, naming the job, the invoice and the amount. It skips anyone who's paid, replied, disputed or promised a date, and tells you who it skipped and why. Every Monday you get the picture: what's past due, what landed last week, who promised and missed. Approve the first reminder and it can send the rest on the same rule.
- What stays yours
- How hard to push. Anyone you'd rather call yourself. The send, until you've approved the first.
- What it connects to
- QuickBooks Online, your job board, Gmail or Outlook.
- What you get
- Reminders you approve, not reminders you write, and a Monday text on where the money stands.