What Changes for the Business
- Every open invoice is in one list with its due date.
- Reminders go out on schedule and get firmer step by step.
- You see your cash position without opening the books.
Where It Slips Today
- Chasing feels awkward, so it does not happen.
- Late invoices are noticed only when cash is tight.
The Setup
- List open invoices. Export them to one sheet with amount, client and due date.
- Write the reminder ladder. A friendly nudge, a firmer note and a final notice in your own words.
- Approve each send. Reminders wait for your OK, so nothing goes to a client you have just spoken to.
- Mark paid. Update the sheet so reminders stop as soon as money arrives.
Start with the first step, run it for a few weeks, then add the next. Bots draft, you approve.
Matching Use Cases and Bots
Chase Unpaid Invoices from One Sheet
Keep open invoices in one sheet and send firmer reminders on a schedule, each one approved by you. Read the blueprint.
- Unpaid Invoice Reminder Flowby Nick SaraevDrafts polite, escalating Gmail reminders from a Google Sheet.
Chase Late Invoices with Polite Reminders
Send polite escalating reminders, chase late invoices, explain cross-border fees and watch cash daily.
- Unpaid Invoice Reminder Flowby Nick SaraevSends escalating reminders from a sheet.
- Invoice Hunterby @scheemunaiChases overdue invoices.
- Cross-Border Money Deskby @BankrolledIncExplains where fees were taken.
- Startup Finances Botby @ali_ilhamiSummarizes cash each morning.
Go from Sales Call to Signed Proposal to Paid Invoice
After each call, get to-dos, a proposal deck, a quote routed for approval and invoice chasing.
- Post Call Assistantby @itspriyaptlDrops to-dos and a follow-up draft.
- Post Call Proposal Builderby Gerald DenorBuilds the proposal deck.
- Quote Request Routerby Baptiste FortRoutes the quote for approval.
- Deal Desk Autopilotby ericosiuFlags stalled deals.
- Invoice Hunterby @scheemunaiChases invoices.
Run a Consulting Practice from Tidy Meetings
Prep every call, capture notes and actions, book follow-ups and invoice on time.
- Meeting Briefby @Limok_igitPreps each call.
- Meeting Notes Assistantby @mvanhornWrites notes and actions.
- Post Call Assistantby @itspriyaptlDrafts follow-ups.
- Dispatchby @FilippoFonsecaBooks agreed calls.
- Invoice Hunterby @scheemunaiChases invoices.
Costs We Checked
From the matching blueprints. Each line keeps its label: V with the vendor page and the date we checked it, E with the basis for our estimate. Check each vendor page before you buy.
- VRun It With Us setup: $1,500 founding price for the first 3 setups (normally $2,500), one time for one bot setup, starting with a $300 deposit that counts toward it. Source, checked 30 Oct 2026.
- EMonthly tools, Invoice Chasing: About 20 euros a month plus under $1 of API use Basis: The example monthly bill in this blueprint, on n8n Cloud Starter.
- EYour time, Invoice Chasing: About 15 minutes twice a week to approve drafts and update the sheet. Basis: Our estimate for 10 to 30 open invoices.
Rules to Follow
- Bots never take payment or move money.
- Follow debt collection rules where your clients are; keep reminders factual and polite.
FAQ
Will this upset my clients?
You write the tone and approve every message, so it sounds like you on a good day.
Does it work with my accounting software?
It works from a sheet, which most accounting tools can export to.
What does it cost?
The invoice chasing blueprint lists the tools and checked prices, with an example monthly bill.