Finance · Live demo
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Accounting firms do the work first and bill later, and overdue fees pile up quietly. Nobody enjoys chasing clients they also advise, so reminders go out late or not at all.
How it works
- Reads overdue invoices from the practice management system each morning
- Sends a friendly email reminder with the invoice and payment link
- Calls clients who haven't replied, and records any promised payment date
- Sets up the firm's standard plan of up to three monthly payments, and nothing beyond it
- Passes fee disputes and financial difficulty to a person, and never threatens or adds charges
- Sends the client services manager a weekly summary of what is overdue, promised and paid
What it connects to
- AgentHi, is that Ben? It's Grace from Larchmere Accountants. I'm calling about invoice INV-5498 for $14,850, which fell due two weeks ago. Have you got a quick minute?
- ClientYeah, sorry. Cash has been tight since the end of the financial year. Can we pay it off?
- AgentYou can. We can split it into three monthly payments of $4,950 by direct debit. Would that work for Harbourlight?
- ClientThat would help a lot. Do I need to fill anything in?
- AgentJust a short direct debit form, which I'll email now. Once it's signed I'll mark the invoice as on a plan, so you won't get any more reminders.
Illustrative conversation. Names, numbers and details are made up.
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