How AI Payment Chasing Works
Chasing overdue invoices is one of the most time-consuming parts of running a business. The AI payment chasing feature handles this for you automatically.
How It Works
- When an invoice passes its due date, the AI queues a reminder
- It analyses your client's payment history to determine the best time to send
- A polite, professional reminder email is sent on your behalf
- If the invoice remains unpaid, follow-up reminders are sent at increasing intervals
Reminder Schedule
The default schedule is:
- Day 1 after due date — friendly first reminder
- Day 7 — second reminder with a firmer tone
- Day 14 — third reminder noting the invoice is significantly overdue
- Day 30 — final notice before the AI recommends manual follow-up
You can customise this schedule in Settings → AI & Automation → Payment Chasing.
Smart Timing
The AI learns when your clients are most likely to open emails and take action. For example, if a client typically pays invoices on Tuesday mornings, the AI will schedule the reminder to arrive at that time.
Enabling Payment Chasing
- Go to Settings → AI & Automation
- Toggle Payment Chasing to on
- Optionally set the minimum overdue amount — invoices below this amount won't trigger reminders
- Choose whether to CC yourself on reminder emails
Reviewing Sent Reminders
Open any overdue invoice and scroll to the Activity section. You'll see a log of all AI-sent reminders, including:
- Date and time sent
- Whether the client opened the email
- Any payment received after the reminder
**Tip:** AI payment chasing works best when your invoices have clear due dates and your client's email address is correct. Double-check these before enabling.