Payment Reminder Flow

When an invoice reaches its due date without being paid, this solution automatically sends a series of increasingly direct but always professional payment reminders to the client's billing contact, tracking the status of each attempt and escalating to a partner when a payment remains outstanding past a defined threshold. It handles the uncomfortable work of chasing payments without requiring a consultant to do it personally.

The problem it solves is that outstanding invoices are a common problem for consulting firms where consultants feel awkward following up on money owed by clients they are actively working with, so overdue balances accumulate. Automated reminders resolve this conflict by handling collections professionally and systematically so consultants can maintain positive client relationships while the firm gets paid.