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
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.