Invoice and payment reminder automation
Invoices go out as soon as a job is done, and polite reminders keep going until you're paid. You only step in for the one or two who still don't pay.
What is it?
Invoice automation creates and sends invoices when a job is marked as done, keeps track of which are paid, and sends polite, scheduled reminders for any that are late.
What problem does it solve?
Chasing late payments is uncomfortable and easy to put off. Reminders go out late or not at all, and time that should go into the business goes into tracking who owes what.
Who is it useful for?
- ✓Tradespeople, consultants and service businesses that invoice customers
- ✓Anyone tracking invoices in a spreadsheet
- ✓Businesses where late payments regularly affect cash flow
What does the automation actually do?
- ✓Creates the invoice when a job is marked as done
- ✓Keeps a running list of what's due, paid and overdue
- ✓Sends friendly reminders on a schedule you choose, for example at 7 and 14 days
- ✓Flags anyone still unpaid so you know who to call
- ✓Updates the list automatically when a payment is recorded
What can it connect to?
Excel or Google Sheets for tracking, Outlook or Gmail for sending, and many accounting tools, connected where possible.
What does it involve?
The same simple steps for every job, with no jargon and no surprises.
- 1A quick chat
You tell me what's slowing you down, then show me on a short video call. About 10 minutes, no technical knowledge needed.
- 2A fixed quote
Within 2 working days you get a fixed price, a ceiling it can never go above, and a simple picture of the idea.
- 3Deposit, then the build
Quick fixes need no deposit. Automations need a 50% deposit to start. System builds are paid per stage, before each stage begins.
- 4Built and tested
I build it and test it on a working copy, never your live system.
- 5You see it working
I show you it working on a video call. You pay the balance once you're happy, then the files and guide are yours.
What I'll need from you
- ✓How you create invoices now
- ✓Where you track who has paid
- ✓The reminder schedule and tone you'd like
- ✓Which email account reminders should come from
What happens after it's built?
Every automation comes with 30 days of free fixes (60 days on system builds) and a plain-English guide. After that, an optional monthly support plan covers quick fixes and genuine faults: Automation Cover from £15 a month, Bot Cover from £25 and System Cover from £45, with larger systems priced individually. I aim to reply within 2 working days. Bigger problems, or issues caused by how the system is being used, are quoted separately. Without a plan, support is £60 an hour in 30-minute blocks.
Your files stay yours. I handle any personal data as your data processor: only what the job needs, deleted when we're done. How I handle your data
Questions people ask about this
Will reminders annoy my customers?
They're polite, spaced out, and written in your tone. You choose how many are sent and when.
Can it work with my accounting software?
Many accounting tools can be connected. I check yours on our call before quoting.
What if a customer has paid but the reminder still goes?
Reminders only go to invoices not yet marked as paid. Keeping payments up to date, or connecting your accounts, stops that happening.
Can I stop a reminder for one customer?
Yes. You can pause reminders for anyone, for example if you've agreed a payment plan.
Could this work for your business?
Tell me what's slowing you down. It's free to ask, there's no obligation, and you'll get a fixed price with a ceiling it can never go above.