Invoice Reminder & Late Fee Sequence
A done-for-you professional services automation built for the Billing Coordinator, connecting QuickBooks, Mailchimp, and Stripe so the work below happens on its own.
What this automation does, step by step
This automation tracks every unpaid invoice and automatically sends a friendly reminder a few days ahead of the due date, a firmer reminder the day it becomes overdue, and applies a configured late fee automatically once an invoice crosses a set threshold past due.
Firms recover the time they used to lose manually chasing down payment, and clients get consistent, predictable reminders instead of an occasional annoyed phone call.
- QuickBooks Online
- Zapier or Make.com
- Mailchimp or email
- Stripe
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
The manual version of this puts the entire workload on a billing coordinator, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. It rarely feels urgent in the moment, but it adds up fast.
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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