Collect more of what you've already earned
Automated Invoicing and Payment Reminders
Get paid faster, without the awkward calls.
Invoices go out as soon as a job or milestone is complete, with a pay-now link. Polite reminders follow automatically until the invoice is paid. You stop chasing money and your cash flow evens out.
Starting from $99/mo · Final price after your free audit
No more awkward collection calls
Faster payments improve cash flow
Starting from $99/mo + $499 one-time setup. Final price after your free audit. All prices ›
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
One-time setup · $499
- Connect your accounting or job software and your payment processor
- Invoices triggered when a job or milestone is marked complete
- Pay-now links by text and email, for card and ACH
- A polite reminder sequence before and after the due date, worded with you
- Payment matching in your books and a weekly receivables summary
- Test invoices sent end to end before go-live
Every month · Starting from $99/mo
- Monitoring of invoices and reminders, so nothing silently stops
- Changes to reminder wording and timing when you need them
- A weekly receivables summary and alerts for overdue accounts
- Support by call, text or email
Extra costs, billed at cost
- Card and ACH fees from your payment processor, such as Stripe or Square
- Text messaging usage for reminders
- All tools opened in your business's name and billed at cost, with no markup
What I need from you
- Admin access to your accounting or job software and payment processor
- Your payment terms and how firm you want reminders to be
- Approval of reminder wording before anything goes out
- Follow-up on accounts escalated to you
Not included
- Collections agency work or legal action on unpaid accounts
- Payment processing fees (charged by your processor)
- Cleaning up old unpaid invoices or past books (quoted separately)
What you get at launch
- Invoice triggers and reminder schedule written down in plain English
- All accounts and payment processing in your business's name
- Results from the test invoices
Example conversation
See it work
Finish the job, and the invoice is already out.
- 1
Job done, invoice sent
When a job or milestone is marked complete in your software, the invoice goes out by text and email with a pay-now link for card or ACH.
- 2
Reminders follow
Polite reminders, worded with you, go out before and after the due date until the invoice is paid.
- 3
Payment lands in your books
Payments are matched to invoices automatically, and accounts that stay overdue get escalated to you.
The problem
Why it matters.
Invoices that go out days late get paid late. Following up on unpaid invoices is uncomfortable, so it gets put off, and receivables quietly pile up.
What's included
What it does.
- Invoices triggered by completed jobs or milestones
- Text and email pay-now links
- Friendly reminder sequence before and after due date
- Escalation to you for overdue accounts
- Automatic matching of payments in your books
- Weekly receivables summary
How it works
From first call to live.
- 1
Connect your billing
Your accounting or job software and payment processor.
- 2
Set the cadence
When invoices go out and how reminders are worded.
- 3
Let it run
You only hear about the accounts that need you.
Who does what
The chasing is automated. You handle the exceptions.
- Sending invoices when a job or milestone is marked complete
- Pay-now links by text and email
- Polite reminders before and after the due date
- Matching payments to invoices in your books
- A weekly receivables summary
- Approving reminder wording before anything goes out
- Following up on accounts escalated to you
- Deciding on payment plans, discounts or write-offs
Example
A month of billing, before and after.
- About 80 invoices a month, often sent days after the job
- Reminders sent only when someone remembers
- Awkward calls to customers who are 30 days late
- No clear view of who owes what
- Invoices out the same day the job is marked complete
- Every unpaid invoice gets the same polite reminders
- Only the truly overdue accounts reach you
- A weekly summary of receivables in your inbox
Illustrative example for a contractor sending about 80 invoices a month, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Contractors
- Professional services
- Agencies
- B2B suppliers
- Property management
- Medical billing
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- QuickBooks
- Xero
- Stripe
- Square
- FreshBooks
- Jobber
- Housecall Pro
Pairs well with
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Will reminders upset my customers?
They're polite, short and on a schedule you approve. Most customers just need the nudge and the link.
Can it take card and ACH payments?
Yes, through your existing processor.
Does it update my books?
Yes. Payments get matched to invoices automatically.
How do automatic payment reminders work?
Once an invoice goes out, a sequence of short, polite reminders follows by text and email on the schedule you approve, each with a pay-now link. The sequence stops as soon as the invoice is paid.
How much does invoicing automation cost?
From $99/mo plus a $499 one-time setup. Card and ACH fees from your processor and texting usage are billed at cost. The final price depends on your software and invoice volume, and you get it in writing after the free audit.
Do I need new invoicing software?
Usually not. It connects to the accounting or job software you already use, like QuickBooks, Xero, Jobber or Housecall Pro, and your existing processor like Stripe or Square.
What happens when a customer still doesn't pay?
After the reminder sequence, the account is escalated to you so you can decide what to do. Collections agency work and legal action are not included.
Can I stop reminders for one customer?
Yes. You can pause reminders for a customer you've worked out a payment plan with, and you can ask for changes to wording and timing anytime.
Do I need my customers' permission to text them?
Yes. You're responsible for getting any consent the law requires before customers receive automated texts.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.