Automatically invoice customers and chase unpaid bills for you

Creates and sends an invoice from every form order, then sends automatic reminders until it's paid.

How the work actually flows

It repeats. Repeats invoice still unpaid; runs once per each open invoice.

Pattern: Sequence (1) ยท Structured Loop (21)

flowchart TD trig>"customer submits order form"]:::trig s0["generate and send invoice"]:::task s1[("store invoice details")]:::store s2[["check invoice payment status"]]:::mi s3["send reminder email"]:::task trig --> s0 s0 --> s1 s1 -->|"one per each open invoice"| s2 s2 --> s3 lp{"paid or reminder schedule ends"}:::gate s3 --> lp lp -. "invoice still unpaid" .-> s2 lp -->|"finished"| out out[/"invoices sent and reminders automated"/]:::out pay{{"steady cash flow without manual chasing"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationImage & Media ProcessingScheduling & CalendarFinance & Accounting
Connects
JotformXero

The problem it solves

Chasing unpaid invoices means keeping track of who owes what and remembering when to follow up without becoming a nuisance. It's easy to lose track of an invoice or forget a reminder while juggling everything else.

Who it fits

Freelancers, consultants, and small businesses who invoice clients and need consistent follow-up on unpaid bills.

How it works

  1. A customer submits an order through your form
  2. The system creates or updates their record in Xero and generates an invoice
  3. The invoice is emailed to the customer and its details are stored
  4. Each day, it checks every open invoice against a reminder schedule
  5. It sends a reminder, waits, or removes the invoice from tracking once it's paid
What you get

Unpaid bills that get chased without an awkward call

Every form order becomes an invoice that goes out automatically, and reminders keep going until your customer pays without you sending a single follow-up.

What you get

Sent invoices and a series of automated payment reminders until each one is paid.

What you need

A Jotform account, a Xero account, and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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