How do I automate invoicing and collections?

Question

VX-N · Accepted Answer

Trigger the invoice off the event that ends the work rather than off someone remembering, then run a scheduled reminder sequence that escalates on its own and stops the moment payment lands. The hard part is not sending reminders, it is knowing reliably who has actually paid. That means the payment system and the invoicing record have to be connected. Most broken collections processes are broken there — a customer pays, nobody reconciles, and the automation keeps chasing them. Escalation should stay human at the end. Automate the first three touches; let a person handle the account that is genuinely in trouble.