Finance and recurring admin
How do I chase overdue invoices automatically?
Use invoice status and due date to trigger polite reminders on a clear schedule. Stop reminders when payment is received, send disputed invoices to a person, and escalate long-overdue balances according to the business policy. Keep every reminder attached to the account history.
What to check
- What reminder schedule is appropriate?
- What event stops the reminders?
- Which overdue cases require human follow-up?