~/work/invoice-follow-ups

Invoice follow-ups that send themselves

A daily check of Xero that finds overdue invoices and emails each customer a reminder from an approved template.

client: Client under NDA
type: Quick win
status: live
tools: xero

~/what-broke → what-we-built

problem 01/02

There were lots of invoices, and checking which ones hadn't been paid meant going through them by hand.

--the-fix

A daily check, done for you

Every morning the automation reviews Xero and picks out anything overdue.

problem 02/02

Every reminder email was written from scratch, so chasing was slow and uneven.

--the-fix

Reminders from one template

Each overdue customer gets a reminder built from one approved template, with their details filled in. Invoices that aren't due are left alone.

~/watch-it-run

What it does, step by step.

08:00daily check: 3 invoices awaiting payment
08:00INV-0412 overdue 26 days · INV-0418 overdue 13 days
08:01Done: reminder sent to Harbour Cafe
08:01Done: reminder sent to Lumen Studio
08:01INV-0425 not due yet → skipped

example data

Every morning overdue invoices are found and chased with a reminder, without anyone checking by hand.

$ next --step

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Prefer email? ari@byaryeh.xyz