- Invoice Lifecycle Automation: In Settings > Invoicing, you can set up rules to automate your workflow. For example:
- Send a reminder email 7 days before an invoice is due.
- Automatically change a client’s status to “At Risk” when an invoice is 7 days past due.
- Send a payment receipt automatically when an invoice is paid.
- Automatic Late Fees: Configure automatic late fees that apply a percentage or fixed amount to invoices that are a certain number of days overdue.
- AI Follow-up Assistant: On any unpaid invoice’s detail page, click “Compose Follow-up”. The AI assistant can write a professional reminder email for you. You can choose from a gentle, standard, or firm tone, and the AI will include all relevant details like the amount due and a link to pay.
Automations and Follow-ups
Updated on November 6, 2025
