Smarter Week

How to automate it

How to automate “chase clients for late payments”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, once a week
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Turn on automatic payment reminders and online payment

QuickBooks, Xero, Clio Payments, Chaser and most billing tools send polite reminders before and after the due date, and card or bank payment links get you paid faster.

Typically saves about 60% of the time30 min to set up
  1. 1Turn on invoice reminders in QuickBooks, Xero, Clio, FreshBooks or your billing tool.
  2. 2Set a schedule: three days before due, on the due date, 7 and 14 days after.
  3. 3Add an online payment link to every invoice, and offer autopay for retainers.
  4. 4Only call clients after the automated reminders fail.

Tools: QuickBooks invoice reminders · Xero payment reminders · Clio Payments · Chaser · FreshBooks

Quick wins

Have you tried…

Do your invoices send their own payment reminders?
QuickBooks, Xero, Clio and most billing tools can email polite reminders before and after the due date and include a pay-online link.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Accountant / Bookkeeper (firm)Insurance Agent / Broker

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Other common tasks for Accountants / Bookkeepers (firm)