How AI Payment Chasing Works

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

1. When an invoice passes its due date, the AI queues a reminder
2. It analyses your client's payment history to determine the best time to send
3. A polite, professional reminder email is sent on your behalf
4. 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

1. Go to Settings → AI & Automation
2. Toggle Payment Chasing to on
3. Optionally set the minimum overdue amount — invoices below this amount won't trigger reminders
4. 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.