Overdue invoices, nudged politely (Zoho Books)

Most late payers aren't avoiding you. The invoice got buried, or they meant to pay it on Friday. A friendly reminder on the day it turns overdue fixes most of them, but it's the job everyone puts off.

What a good reminder says

Keep it short and specific. The invoice number, the amount due and the due date.

Keep it warm. "Just a friendly reminder" beats "Final notice." You want them as a customer next month too.

Make it easy to answer. Invite questions, so a customer who's confused about the bill writes back instead of going quiet.

How kaylin does it

Connect Zoho Books in Integrations, then turn on Overdue invoice nudges in Autopilot's Ideas. kaylin checks Zoho Books every few hours. When an invoice turns overdue, kaylin:

• checks it hasn't been paid since;
• finds the customer;
• writes a short, friendly reminder with the invoice number, amount and due date, as a text if they've agreed to texts, or an email from your connected account.

The reminder waits in Waiting for you until you press Send. Invoices that were already overdue when you turn it on are left alone, so nobody gets a pile of old reminders at once.

Ask kaylin anything about who owes what

In Chat, ask "Who hasn't paid?" or "What does Acme owe?" and kaylin answers from Zoho Books with amounts and due dates. Tell kaylin "Acme paid invoice 1042 by check" and it records the payment once you press the button.