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Here's your collections overview for today.
Total Overdue
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Due This Week
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Reminders This Month
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Sent via InvoiceFlow
Overdue Invoices
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Need attention
🚨 Needs Attention
| Customer | Invoice # | Amount | Due Date | Days Overdue | Last Reminded | Actions |
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All Invoices
Manage and track every invoice from your QuickBooks account.
| Invoice # | Customer | Amount | Due Date | Status | Reminders | Actions |
|---|
Customers
Track balances and risk levels for all your customers.
Customer Balances
| Customer | Open Invoices | Total Owed | Oldest Invoice | Risk Level | Actions |
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Collection Analytics
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Email Templates
Customize the messages sent to your customers.
Active Templates
🤝 Friendly First Reminder
Sent on due date or 1 day after
📋 Follow-Up (7 days)
Sent 7 days after due date
⚠️ Urgent Notice (30 days)
Sent 30 days after due date
Preview
From: Your Business <[email protected]>
Subject: Friendly reminder: Invoice #1042 is due
Hi John,
I hope this message finds you well! I'm reaching out with a friendly reminder that Invoice #1042 for $2,450.00 was due on January 15, 2025.
If you've already sent payment, please disregard this message — and thank you!
If you have any questions about this invoice or need to discuss payment options, please don't hesitate to reach out.
You can view and pay your invoice online here:
👉 Pay Invoice #1042 — $2,450.00
Thank you for your business!
Best regards,
Your Name
Your Business
I hope this message finds you well! I'm reaching out with a friendly reminder that Invoice #1042 for $2,450.00 was due on January 15, 2025.
If you've already sent payment, please disregard this message — and thank you!
If you have any questions about this invoice or need to discuss payment options, please don't hesitate to reach out.
You can view and pay your invoice online here:
👉 Pay Invoice #1042 — $2,450.00
Thank you for your business!
Best regards,
Your Name
Your Business
Automation Rules
Set up automatic reminder sequences that run without you.
⏱ Reminder Timing
🎯 Smart Filters
Only remind invoices over
dollars
Flag customers with more than
open invoices
Flag customers with total balance over
dollars
Auto-send enabled
CC me on all reminders
Get a copy of every email sent
Skip weekends
Only send emails Mon–Fri
📆 Preview: Your Reminder Sequence
📄
Invoice Created
Day 0
📅
Due Date
Day X
✉️
1st Reminder
+3 days
✉️
Follow-Up
+10 days
⚠️
Final Notice
+40 days
🛑
Sequence Ends
or when paid
Settings
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👤 Business Profile
Customer replies will go to this address
🔗 QuickBooks Connection
✅
Connected
QuickBooks linked
📧 Email Settings
Email open trackingSee when customers open your reminders
💳 Subscription
Current Plan
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INVOICES SYNCED THIS MONTH
247 of unlimited