Internal Operations
4-Step Invoice Escalation Ladder
No-Code Flow
3 hours
The Problem
You send an invoice. Customer does not pay. After 60 days you write off $2,800. Repeat ten times a year and that is $28K lost. This automation runs a 4-step escalation sequence: friendly reminder, text with payment link, call script, and demand letter. Each step fires unless paid. Pair this with an outstanding payments dashboard so anyone in your company can see in seconds which payments are still out — no more digging through QuickBooks to figure out who to chase.
How It Works
Input
QuickBooks invoice aging data
Transformation
Day 3 friendly email. Day 7 text with payment link. Day 14 call script. Day 30 demand letter. Each fires unless paid.
Output
Collections running 24/7. Written-off invoices drop 50-70%. Dashboard showing AR by stage.
ReplacesCollections agency (25-50% of recovered amount)
Importable Templates
Make.comStripe unpaid invoice reminders
PRD
prd here
RolesOwnerOffice ManagerBookkeeper
PrinciplesReduce Time-to-CashAutomate the Follow-Through