INV-4821
Northstar Agency
Invoice · $4,800
B2B receivables workflow
Stop manually chasing overdue invoices.
Give every due and overdue invoice an approved reminder and escalation path until it is paid, paused, or assigned to a person.
Payment follow-up preview
Each invoice follows an approved path until it is paid or needs a person.
Live work
Workflow is up to dateRemind today
INV-4794
Harbor Supply
Promise recorded
INV-4712
Fieldwork Co.
High-value exception
Designed for
B2B service firms, wholesalers, agencies, distributors, and operators with recurring invoices and a meaningful overdue balance.
The outcome
Consistent follow-up, visible exceptions, and less staff time spent rebuilding the chase list.
The current process
The problem shows up in everyday work.
The overdue list is rebuilt before every chase
Reminders depend on individual memory
Replies and promises are hard to trace
High-value exceptions surface too late
Included foundation
- Supported invoice import or integration
- Due-date rules and approved email sequences
- Stop-on-paid logic, tasks and escalation
- Dashboard, weekly summary, audit trail and handover
Optional extensions
- Accounting or ERP integration
- Payment links and customer portal
- Multi-currency or customer-group rules
- WhatsApp/SMS and advanced aging reports
Clear boundaries
- Email and browser workflow are the reliable core
- No debt collection or legal enforcement
- No payment guarantee
- Messages follow approved rules and safeguards
Questions, answered
What to know before you start.
Will it message customers automatically?
Only through approved templates, timing rules, and stop conditions agreed during setup.
Does this replace our accounting system?
No. It uses invoice status from a supported source and manages the follow-up workflow.
What does ongoing support cover?
The hosted follow-up workflow, monitoring, standard support, and agreed routine maintenance.
One useful problem first
Show us what you want to make easier.
We will review the work, define a sensible first scope, and tell you honestly whether this solution fits.