Here's a number most trades owners don't want to think about: the average small contractor has 15–20% of invoices go past 30 days. On $40,000 a month in revenue, that's $6,000–$8,000 sitting in someone else's bank account because nobody followed up.
The work is done. The invoice is sent. The money just never came.
An AI agent doesn't feel awkward about following up. It doesn't forget. And it doesn't let anything slip.
The Invoice Follow-Up Sequence
This automation runs every morning and handles your entire outstanding invoice queue. Set the rules once — it runs forever.
Automation 2: New Invoice Confirmation
Cash flow problems often start before an invoice goes overdue. This automation confirms every invoice the moment it's sent — dramatically reducing "I never got the invoice" excuses.
Automation 3: Paid Invoice Thank-You + Review Request
The moment a payment comes in is your best opportunity to ask for a review. This fires automatically when an invoice is marked paid.
What This Looks Like in Practice
A plumbing shop in Ohio set up this sequence on a Monday. By Friday they had collected $3,800 in outstanding payments they'd basically written off. That's what happens when you consistently follow up with every overdue invoice, at the right intervals, without fail.
Get the complete guide — 40+ copy-paste prompts, 6 trades
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GET THE GUIDE — $47 →Frequently Asked Questions
Will automated invoice reminders upset my customers?
Not if the messages are written naturally and respectfully — which the prompts in the guide are. Most customers simply forgot or got busy. A friendly reminder at day 7 is welcome, not offensive. The sequence escalates gradually, and you always have the option to pause it for specific customers.
Can I approve messages before they go out?
Yes — the prompt above specifies "put all messages in drafts, do not send automatically." You review and approve before anything goes to a customer. This is the recommended setup for invoice follow-up specifically.
What about commercial customers?
Commercial accounts often have different payment terms and internal approval processes. The guide covers how to set up separate rules for commercial vs. residential, including longer grace periods and different escalation paths.