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How AI Payment Chasing Works

Automatic follow-ups for overdue invoices powered by AI timing and tone.

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

How long it waits before chasing the same invoice again is set under AI Companion in the sidebar, then Settings, under Cooldowns & Thresholds.

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 AI Companion in the sidebar, then Settings
  2. Toggle Smart Payment Chasing to on
  3. Under Cooldowns & Thresholds, set the payment chase cooldown: the number of days it waits before chasing the same invoice again
  4. Under Channel Preferences, choose the default channel, and under Timing, the hour of day it sends

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 invoice
  • 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.

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