Professional Services · Billing

Invoice Delivery & Payment Reminder

Deliver invoices reliably and follow up on payment.

Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup

How it works

  1. Delivers the invoice through the client's preferred method and confirms receipt, via the billing system.
  2. Sends a payment reminder at set intervals if unpaid, with a direct payment link.
  3. Answers straightforward billing questions grounded in the actual invoice/time entries.
  4. Escalates any billing dispute to the responsible professional or billing manager.

Data sources

Billing system invoice/payment status

What it targets

  • Invoices paid within the firm's standard terms Target 75%
  • Payment reminder-driven collections vs. no reminders Target +20%