Guides / Chasing payments
Chasing payments
Following up overdue invoices. Typical: about 2 hours a person a week. AI could take roughly 50% (illustrative).
5 steps
- 1
Turn on automatic reminders in your accounting tool.
- 2
Write a friendly 7 day, a firmer 14 day and a final 30 day message.
- 3
Keep the wording polite and factual.
- 4
Hand anything over 30 days to a person.
- 5
Review overdue list weekly.
🧰 Tools that can do this
Xero, QuickBooks or MYOB invoice reminders.
🆓 Do it free
Invoice Ninja reminders. See free tools and StackSwitcher for switching guides.
🔒 Keep it safe
Do not paste personal, staff or client details into public AI tools. A person checks the output before it counts.
🆓 Option 1: Do it free
Open source tools you can run yourself, no licence fees. You will need someone handy to set them up and keep them updated.
- Invoice Ninja: quotes, invoices and reminders.
📦 Option 2: Get the click by click pack
Plain guides and prompts in a ZIP. Pay once, no subscription. It is a set of guides, not software. This job (Chasing payments) has its own click by click setup in both Starter and Full.
Last checked 4 Nov 2026. Menus change, so check the tool's own help pages.