AI Agent for Invoice Payment Reminders
Send professional payment reminders that escalate in tone from friendly to firm. Reduce average days sales outstanding from 45 to 28 days without awkward phone calls.
Escalating Reminder Sequences
Send reminders at configurable intervals - 3 days before due, on due date, 7 days overdue, 14 days overdue - each with progressively firmer language.
Payment Confirmation
When payment is received, send automatic confirmation to the payer and update your records. No manual acknowledgment needed.
Aging Report Generation
Generate weekly aging reports showing outstanding amounts by 30/60/90+ day buckets, sorted by client and amount.
Multi-Channel Reminders
Send reminders via email, WhatsApp, or both - based on client preference and urgency. WhatsApp for overdue, email for upcoming.
Payment Plan Tracking
For clients on payment plans, track installment due dates and send individual reminders for each installment.
Escalation to Management
When invoices pass your configured overdue threshold (e.g., 60 days), alert your finance manager or legal team for further action.
FAQ
Can it handle different payment terms per client?
Yes. Each client can have custom payment terms - Net 30, Net 60, immediate. Reminders are scheduled based on each client's agreed terms.
Does it support partial payments?
Yes. The agent tracks partial payments, updates the remaining balance, and continues reminders for the outstanding amount.
Can I customize the reminder language?
Yes. You approve the tone and wording for each reminder stage during setup. The agent uses your approved templates consistently.
Get paid faster without the chase
Set up an AI agent for payment reminders.