AI Invoice Collection
Have your agent call clients with overdue invoices, carefully and on your terms.
Before You Start
The Invoice Collection Campaigns card appears only when an accounting integration is connected and healthy and invoice collection is switched on for it. The supported vendors are Xero, QuickBooks and Housecall Pro. Disconnecting the accounting integration makes the card disappear; your campaigns are not deleted and come back with it.
What It Does
It calls clients who have invoices past due. Your agent confirms who it is speaking to BEFORE mentioning anything about an invoice, and on Xero and QuickBooks it can email a copy of the invoice to the address already on file. Housecall Pro has no send operation, so no copy is emailed on that vendor and the card does not offer it.
When Calls Happen
Calls are only placed on weekdays between 10am and 6pm in your timezone. Invoices are re-checked immediately before each call, so anyone who has paid since the campaign was queued is skipped rather than called about a settled bill.
Creating a Campaign
Press New campaign and name it. A new campaign starts with sensible defaults for how many days past due to wait, how many days to leave between calls and how many attempts to make per invoice; all three are editable afterwards.
What Your Agent Says
The script box sets the opening only, for once your agent has the right person. You can use placeholders for the agent name, company, first name, invoice number, due date and amount, and they are filled in for you. Anything else in curly brackets is left blank.
What You Cannot Change, On Purpose
Three rules are fixed. Your agent always confirms who it is speaking to first; it never mentions an invoice before that; and it never leaves invoice details on a voicemail. These are not settings.
Previewing Before You Run
Preview shows who would be called right now and how many invoices each of them has, without calling anyone. It also names who would be skipped and why — no phone on file, or a number it cannot use.
Running, Pausing and Deleting
Run now queues the calls a campaign would make and tells you how many. Each campaign shows Active or Paused. Deleting a campaign cancels any calls still queued; calls already made stay in your history.
People Who Ask Not to Be Called
Anyone who asks not to be called about invoices is added to a do-not-call list on the card and is skipped from then on. You can remove someone from that list if they ask you to.
Seeing What Happened
Call history lists every collection call with its date, the contact, the invoice and the outcome — reached, voicemail, no answer, asked not to be called, skipped because already paid, wrong person, or failed.