Billing Agent · Guide
Chase a late invoice politely
The Billing Agent prepares a polite reminder for each late invoice and keeps going until your accounts show it paid.
Step by step
Open Billing Agent, then Chasing. Late invoices are ranked by money owed, days late and how that client usually pays.
Press Prepare reminder on an invoice. The agent writes it in your tone.
Read it and press Approve and send.
Open Recovered to see late money that came in after a reminder.
Good to know
- Send prepared reminders by themselves is off until you turn it on.
- The 1% success fee applies only to late invoices paid in full after a reminder. Credit notes, disputes and voids never count.
About the Billing Agent: what it does, step by step.
Something not as described? Write to us and we will fix the guide.
Related guides
- Approve an invoice drafted from a milestoneA finished milestone becomes an invoice draft, with lines from the time log grouped by task and rate. You check it, then it is sent.Billing Agent → Invoices
- Get a 13-week cash forecastThe AI CFO Agent reads your bank feed and invoices and forecasts cash week by week, with a likely range.AI CFO → Forecast