Billing autopilot
Example dataInvoiced (Oct)
$16,985
Example totals
Next run
Sun 6 pm
$4,210 to invoice
Open
$240
1 invoice
Overdue
$44
1 invoice
Autopilot rules
View onlyPayments not in demo
Collecting payments is turned off in this showcase
Weekly invoicing
Every Sunday 6 pm for completed visits
Invoice reminders
Email a reminder on day 1, 3 and 7 after the due date
Late fee
Add $10 after 14 days unpaid
Invoice follow-ups
- Next reminder · Tomorrow 9 am
Quinn Example · $240.00
Reminder 2 of 3
- Reminder sent
Jamie Test · $44.00
Overdue 8 days
- Settled
Robin Mock · $96.00
Invoice settled
Upcoming runs
| When | Run | Scope | Amount |
|---|---|---|---|
| Sun, Oct 25 · 6 pm | Weekly invoices | 48 clients | $4,210 |
| Sun, Oct 25 · 6 pm | Payments | Not in demo | — |
| Sun, Nov 1 · 6 pm | Weekly invoices | ~50 clients | ~$4,400 |
Invoices
| Invoice | Client | Sent | Amount | Status |
|---|---|---|---|---|
| INV-2214 | Pat Sample | Oct 18 | $186.00 | Paid |
| INV-2213 | Quinn Example | Oct 18 | $240.00 | Open |
| INV-2212 | Lee Demo | Oct 18 | $72.00 | Paid |
| INV-2211 | Jamie Test | Oct 11 | $44.00 | Overdue 8 days |
| INV-2210 | Taylor Demo | Oct 11 | $130.00 | Sent |
| INV-2209 | Robin Mock | Oct 11 | $96.00 | Paid |
| INV-2208 | Morgan family (demo) | Oct 4 | $58.00 | Draft |