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Playbook · Revenue

Payment collection

Chasing money is the worst job in the office. The AI does it kindly and consistently — reminder texts with a payment link, follow-up calls that stay friendly, and escalation to you only when it matters.

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A technician collecting a card payment on a tablet at a customer's front door

How a past-due invoice gets a reminder

  1. 1

    An invoice passes its due date and enters the play.

  2. 2

    The AI sends a friendly reminder with a payment link, then follows up by call.

  3. 3

    Payments post automatically; anything truly stuck gets flagged for a human.

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Send the aging invoices and payment link

Send the past-due list and your payment link. The first reminder is a polite text with the balance and a way to pay.

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