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Finance tasks

Chase unpaid invoices

Say "chase unpaid invoices" and every late Invoice gets three reminders, then a Task to you at 30 days.

Every late Invoice gets a reminder at 3, 7 and 14 days with its pay link, and comes to you at 30. Most late invoices are forgotten, not disputed; a polite email collects them.

Needs Send an invoice

What you get

  • 3reminder emails per late Invoice, at 3, 7 and 14 days past due, each with its pay linkMessage
  • 1Task to you for any Invoice still unpaid at 30 daysTask
  • 1service pause for that Customer until it paysSubscription
  • 1line in your books when each one is paidEntry

Your agent does

Process.enable → Setting.update
You, to your agent

Chase unpaid invoices.

Remind customers who have not paid.

Follow up on overdue invoices.

# 1. Process.enable
curl -X POST https://api.sb/leaseline.app/processes/process_billing/enable \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"

# 2. Setting.update
curl -X PATCH https://api.sb/leaseline.app/settings/setting_1 \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"value":true,"key":"dunning.pauseService"}'
import { $ } from 'startup-builder'

await $.Process.enable({ process: 'process_billing' })
await $.Setting.update({ id: 'setting_1', value: true, key: 'dunning.pauseService' })
npx startup-builder do Process.enable --json '{"process":"process_billing"}'
npx startup-builder do Setting.update --json '{"id":"setting_1","value":true,"key":"dunning.pauseService"}'
{
  "name": "do",
  "arguments": {
    "code": "await $.Process.enable({ process: 'process_billing' })\nreturn await $.Setting.update({ id: 'setting_1', value: true, key: 'dunning.pauseService' })"
  }
}

Change it

  • Never remind Riverside Property; I call them myself.
  • Hand anything over $5,000 to me at 14 days.
  • Write off anything under $20 after 90 days.

Under the hood

Systems
Billing, Ledger, Mailboxes
Nouns
Invoice, Process, Setting, Message, Task
Events
Invoice.overdue, Invoice.collected
Stripe objects
Invoice, Subscription

The Billing Process sends the reminders daily. A failed Card payment is a different problem, with its own guide.