Invoice chasing
Draft and schedule polite follow-up emails for overdue invoices automatically so cash comes in without awkward calls.
How to run this workflow
Connect your invoicing data
Point Claude at your invoice list (QuickBooks, a Google Sheet, or Stripe exports) so it knows what is outstanding and when it was due.
Define your follow-up cadence
Set the sequence: a friendly reminder 3 days before due, a nudge 1 day after, a firmer follow-up at 7 days, and a final notice at 30 days.
Set your tone of voice
Tell Claude how you sound (warm, professional, casual) and give it one sample email so every follow-up matches your brand voice.
Draft the first reminder set
Claude generates a personalized email per overdue customer with invoice number, amount, due date, and a one-click pay link.
Review and schedule
Scan the drafts, tweak any wording, and schedule sends for the right day and time. Claude queues them so you do not have to remember.
Track responses and escalate
Claude logs replies, marks invoices paid when customers respond, and escalates anything still open at 30 days to a phone-call task for you.
Pro tips for this workflow
- Always include a pay link or QR code in the email: friction is the #1 reason invoices sit unpaid.
- Send the first reminder before the due date, not after: it cuts overdue rates dramatically.
- Personalize the subject line with the customer's name and invoice number for higher open rates.
- Keep a 'do not auto-chase' list for key accounts you handle personally.