Invoice Payment Reminder Sequence
A done-for-you everyday business automation built for the Accounts Receivable Specialist, connecting Twilio and QuickBooks so the work below happens on its own.
What this automation does, step by step
Every invoice generated in QuickBooks Online is automatically enrolled in a staged reminder sequence: a polite email reminder goes out three days before the due date, a follow-up email fires the day payment is due, and if the balance is still open five days later, a text reminder goes out through Twilio with a direct link to pay online.
Once a customer pays, they're instantly removed from the sequence and a thank-you receipt is sent, so nobody gets an awkward reminder for an invoice they already settled.
Businesses running this sequence typically see days-sales-outstanding drop noticeably within the first quarter, simply because most late payments turn out to be forgetfulness rather than an actual dispute.
- Zapier or Make.com
- QuickBooks Online
- Twilio (SMS)
- Gmail
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, an accounts receivable specialist has to notice problems after they've already happened, then scramble to fix them manually one at a time. It's the kind of work that quietly eats hours every week.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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