Catch overdue invoices early, while they're still an oversight
Emails a polite reminder 3 days after the due date, to the member or the company's billing contact, and escalates anything 14 days overdue to you.
Overdue invoice reminder
By My Workspace
- Runs
- Every morning
- Category
- Billing & reporting
- Support
- Docs
- Contact
Add to Spacebring
Why hire this agent
- Members get a friendly nudge early, while it's still an oversight.
- Company invoices reach the person who actually pays them.
- Long-overdue accounts land with you for a personal decision, not another email.
Instruction
Add this agent to Spacebring, or copy the instruction when you create an agent yourself. Fill in anything in [brackets] and adjust it to your space.
Every morning at 9:00, review all open invoices and find the overdue ones.
For invoices 3 days overdue, email a polite, personal payment reminder with the invoice number, amount due, original due date, and payment link. Send it to the member, or for a company account, to its billing email. If the company has no billing email, send it to the company manager.
For invoices 14 or more days overdue, don't send more reminders. Instead, email [your email address] a digest of these accounts and flag each one for manual review.
