Finance · simulation
Accounts receivable reminders
Friday becomes a pile of “just checking in” emails and an aging list rebuilt by hand.
The preview sorts one sample invoice into a reminder tier and shows the next touch. Payment still lives in your books.
Simulation only. Buttons on this page do not send email, create records, or change QuickBooks, Microsoft 365, Google Workspace, or any other system.
Workflow sequence
- 01
Open invoices are listed
- 02
Days overdue pick a tier
- 03
A reminder is drafted
- 04
30+ days also flags the owner
Sample open invoices
Sample data| Invoice | Customer | Days | Tier |
|---|---|---|---|
| AR-1044 | Valley Pest | 6 | No reminder yet |
| AR-1038 | Bluegrass Electric | 14 | Follow-up |
| AR-1012 | Office Depot | 32 | Owner escalation |
Sample Friday sweep
Uses a fictional invoice. It does not read or write QuickBooks.
TriggerFriday, 9:00 AM
SourceAn export or a sheet you already keep
One invoice is ready for a tier check.
7 or more days: a reminder. 14 or more: a follow-up. 30 or more: the owner is flagged. Under 7 days: skip. A payment stops the sequence.
Preview log
ReadySystem actions inside this simulation
Invoice loaded
From the sample list
Tier matched
7, 14, or 30 days
Reminder prepared
Not delivered
Owner flag
Only at 30+ days
Next touch queued
Stops if marked paid
Audit line
Kept in this preview
| Time | Event | State |
|---|---|---|
| Run the preview to see the sequence. | ||
What a typical implementation includes
Automation Starter · $2,500
What a typical implementation includes
The live demo described about three hours a week of collections chase. Treat that as a planning illustration.
- A scheduled pass over an export or an open-invoice sheet
- Friendly, follow-up, and escalation tiers
- A customer email in your words, with invoice number and amount
- An owner task when an invoice crosses 30 days
- A stop once the invoice is marked paid
- A log, documentation, and a 30-day adjustment window
Quoted separately: A live QuickBooks connection, a collections agency, or payment processing.
Scoped add-on
Integrations that cost extra
Direct connections are quoted after we see the system. An export or a spreadsheet is not the same thing as a native integration.
- Live invoice status from accounting software
- A text for a few large accounts
- A payment link in the reminder
- A weekly aging summary
- A manual flag at 60 days