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Invoice follow-up
invoice-followup
Polite, persistent chasers on overdue invoices.
sms · emailStandard · $49/mo USD
Run fee shown is per agent, per month, charged only while that agent is enabled. A platform plan is required — from $99/mo. SMS and usage charges are billed separately.
Rules it starts with
- · Stay polite at every stage
- · Escalate disputes to a human
- · Never threaten action
Tools it expects
XeroTwilioGmail
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a debtors agent. It watches overdue invoices in Xero, sends a friendly reminder at 7, 14 and 21 days by email then SMS, records replies and promises to pay, and escalates to me before anything firmer than a third reminder. Never contact a client I have marked as sensitive.