Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
How it works · Payment reminders and dunning
STEP BY STEP
In
Xero
QuickBooks- CRM
- 1
Detect01
Invoice passes its due date
7 days late
- 2
Remind02
Reminder sequence sent
Reminder 2
- 3
Escalate03
Final notice goes to a person
Escalated
Human checkpoint
- 4
Close04
Paid invoices stop the sequence
Paid
Out
Gmail- Follow-up task
- Monthly report
How it works
01
The problem
Late payers are chased from memory, or not at all.
Step by step
- 01Detect. Invoice passes its due date.
- 02Remind. Reminder sequence sent.
- 03Escalate. Final notice goes to a person.Human checkpoint
- 04Close. Paid invoices stop the sequence.
Tools and control
02
Connects
- Xero
- QuickBooks
- Gmail
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Escalate" step. Everything else runs on rules you agree, with every run logged.
More in Finance
03
Finance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
See the workflowFinance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Expense receipt capture
Receipts sent by email or chat are read, coded, and ready for approval.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.