Overdue invoice / AR reminder sequence Ready

Friday AR sweep — overdue invoices flagged, tiered reminders sent, owner escalated at 30+ days, stop on payment.

Replaces manual “just checking in” emails and aging reports you rebuild every Friday.

Open AR — overdue

Invoice	Customer	Amount	Days	Status
AR-1042	Valley Builders LLC	$4,800	34	Escalated
AR-1038	Bluegrass Electric	$1,240	14	Reminder sent
AR-1031	Rivera Construction	$890	8	In sequence
AR-1025	Acme Office Supply	$2,100	3	Current

QuickBooks — Open invoices

Friday AR sweep (9:00 AM)

TriggerSchedule · every Friday 9:00 AM

SourceOpen Invoices sheet / QBO export

3 invoices past due · 1 needs owner escalation

Tiers: 7+ days → customer reminder · 14+ days → follow-up · 30+ days → owner escalation · Stop on payment

Invoice #

Customer

Amount USD

Days overdue

Customer email

Owner email

30+ days overdue — owner gets escalation email + AR task.

AR sweep complete

AR automation log

Actions executed

Overdue loadedOpen invoices past due date
Tier matched7 / 14 / 30-day rules applied
Reminder sentCustomer email with invoice link
Owner escalation30+ days · task created
Sequence queuedNext touch scheduled
Audit logAR_Log row appended

Time	Event	Status

This page is an interactive preview. Starter delivery wires the workflow to your invoicing export, email, and spreadsheet — tools you already own.

What's included — Starter

$2,500 fixed

~3 hrs/week saved on AR chase-down

Stops Friday panic over who still owes you money — reminders go out automatically, escalations land in your inbox.

Friday AR sweep — scheduled pull from QBO export or Open Invoices sheet
Tiered reminders — 7-day friendly, 14-day follow-up, 30-day escalation
Customer email — invoice #, amount, payment link (your template)
Owner escalation — 30+ days overdue triggers task + email
Stop on payment — sequence pauses when invoice marked paid
Audit log — every reminder, timestamp, tier, customer
Handoff doc + 30-day tweak window

Not included on day one: Auto-sync with QuickBooks API, collections agency handoff, or payment processing.

Book a consult →

If you want us to go further

Scoped add-on

Connect deeper once the sweep is running and you see DSO improve.

QuickBooks Online — live invoice status, auto-stop on payment
SMS reminder — Twilio for high-value accounts
Customer portal — pay link embedded in reminder
AR aging dashboard — weekly rollup to owner
Collections handoff — auto-flag 60+ days for manual follow-up

Each integration is quoted separately after we see your stack.