How to set up an invoice reminder bot
Chase overdue invoices automatically and politely, so you don't have to.
Step by step
- Open the invoice reminder settings in your accounting software.
- Write three reminders: friendly, firmer, final (AI can help draft them).
- Set timing, for example 7, 21 and 35 days after due.
- Include a payment link if you accept card payments.
- Turn it on and send a test to yourself.
- Pick up the phone for anything past the final reminder.
Watch-outs
- Exclude customers on payment plans.
- Keep the tone polite; most late payers just forgot.
- Check reminders stop once the invoice is paid.
Questions
Do I need extra software?
Usually not. Most accounting tools have this built in.
Can AI chase on the phone?
Possible, but for small businesses a human call is better for relationships.
Related guides
- How to set up a missed-call text-back bot
- How to set up a meeting notes bot
- How to set up a document data entry bot
Need prompts for the AI steps? See 40 AI use cases with copyable prompts. Want a hand? Get in touch.