Get Paid Faster

The invoice goes out the day the work is done, not at month end

Auto

When: A project or a task is marked complete.

The system does: The system creates the invoice from the agreed terms. The system sends the invoice to the client contact.

Touches: your project tool · your accounting system

The overdue invoice chases itself, in your name and on a fixed schedule

Auto

When: An invoice passes its due date.

The system does: The system sends a reminder at 14 days, at 30 days and at 45 days. Each reminder comes from the firm and contains a payment link.

Touches: your accounting system · your inbox

You find out an invoice is unpaid at day seven, not at day forty-five

Auto

When: An invoice is unpaid seven days after the due date.

The system does: The system sends the account name, the amount and the age to the team channel. The system records that the alert was sent.

Touches: your accounting system · your team chat

Payments land against the right invoice without anyone matching them

Auto

When: A payment is received.

The system does: The system matches the payment to the open invoice and marks it paid. The system sends any payment it cannot match to the exception list.

Touches: your payment processor · your accounting system

The monthly fee bills and collects itself

Auto

When: The agreed billing date arrives.

The system does: The system raises the invoice and takes the payment. The system posts the payment to the ledger.

Touches: your billing system · your accounting system

The failed card is caught and retried instead of ageing quietly

Auto

When: A card or a bank payment fails.

The system does: The system notifies the firm and the client. The system sends the client a link to retry and creates a task if it stays unpaid.

Touches: your payment processor · your accounting system · your team chat